AWA

Arbor Wealth Advisors Portfolio holdings

AUM $140M
1-Year Est. Return 18.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.36%
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
+$731K
2
+$521K
3
+$484K
4
AMZN icon
Amazon
AMZN
+$433K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$403K

Top Sells

1
+$250K
2
+$78.9K
3
+$36.3K
4
LEG icon
Leggett & Platt
LEG
+$20.2K
5
BWA icon
BorgWarner
BWA
+$17K

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
1 2
3