AWA
Arbor Wealth Advisors Portfolio holdings
AUM $112M
AUM
$112M
AUM Growth
-$123K (-0.1%)
Cap. Flow
+$1.8M
Cap. Flow % of AUM
1.6%
Top 10 Holdings %Top 10 Hldgs %
75.38%
Holding
52
New
–
Increased
15
Reduced
7
Closed
4
Top Buys
| 1 | $656K | |
| 2 | $388K | |
| 3 | $347K | |
| 4 | $325K | |
| 5 | $211K |
Top Sells
| 1 | $240K | |
| 2 | $132K | |
| 3 | $48.7K | |
| 4 | $46.9K | |
| 5 | $1.96K |
Sector Composition
| 1 | Consumer Discretionary | 6.42% |
| 2 | Financials | 2.44% |
| 3 | Industrials | 2.14% |
| 4 | Technology | 2.04% |
| 5 | Communication Services | 1.03% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -2,408 | Closed | – | |||
| $0 | 0% | 0 -2,030 | Closed | – |
