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
$128K
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$10.4K
2 +$5.68K
3 +$1.29K
4
CMPR icon
Cimpress
CMPR
+$757
5
PM icon
Philip Morris
PM
+$460

Top Sells

1 +$2.63M
2 +$2.52M
3 +$2.09M
4
SSYS icon
Stratasys
SSYS
+$2.08M
5
WLL
Whiting Petroleum Corporation
WLL
+$1.29M

Sector Composition

1 Financials 22.54%
2 Healthcare 12.75%
3 Consumer Staples 10.24%
4 Consumer Discretionary 8.69%
5 Materials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5
77
-100