AWM

Arbor Wealth Management Portfolio holdings

AUM $456M
1-Year Est. Return 24.5%
This Quarter Est. Return
1 Year Est. Return
+24.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$807K
2 +$514K
3 +$247K
4
BN icon
Brookfield
BN
+$222K
5
UNH icon
UnitedHealth
UNH
+$193K

Sector Composition

1 Communication Services 35.28%
2 Financials 31.2%
3 Consumer Discretionary 9.37%
4 Utilities 5.58%
5 Healthcare 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.05%
+913
52
$74K 0.02%
1,600
-989
53
-10,792