AWA
Arbor Wealth Advisors Portfolio holdings
AUM
$134M
1-Year Est. Return
11.98%
1 Year Est. Return
+11.98%
AUM
$123M
AUM Growth
+$11.1M
(+9.9%)
Holding
55
Top Buys
| 1 | +$1.29M | |
| 2 | +$1.1M | |
| 3 | +$304K | |
| 4 |
Broadcom
AVGO
|
+$245K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$234K |
Top Sells
| 1 | +$618K | |
| 2 | +$475K | |
| 3 | +$91.2K | |
| 4 |
Eaton
ETN
|
+$5.36K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$4.74K |
Sector Composition
| 1 | Consumer Discretionary | 6.2% |
| 2 | Industrials | 3.13% |
| 3 | Technology | 2.71% |
| 4 | Financials | 2.19% |
| 5 | Communication Services | 1.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.84B
| $213K | 0.17% |
+7,267
|
|
||
52
DT Midstream
DTM
$12.2B
| $209K | 0.17% |
+1,904
|
|
||
53
IBM
IBM
$284B
| $204K | 0.17% |
+693
|
|
||
54
Custom Truck One Source
CTOS
$1.47B
| $75.4K | 0.06% |
15,260
|
|
||
55
Leggett & Platt
LEG
$1.55B
| – | – |
-59,994
|
|