AWA

Arbor Wealth Advisors Portfolio holdings

AUM $134M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$713K
2 +$518K
3 +$472K
4
AMZN icon
Amazon
AMZN
+$464K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$401K

Top Sells

1 +$250K
2 +$76K
3 +$36.1K
4
LEG icon
Leggett & Platt
LEG
+$16.2K
5
BWA icon
BorgWarner
BWA
+$15.9K

Sector Composition

1 Consumer Discretionary 6.95%
2 Technology 2.4%
3 Financials 2.35%
4 Industrials 2.23%
5 Communication Services 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.18%
+2,882
52
$73.4K 0.07%
15,260
53
-1,525