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
$91.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.92M
3
+$3.67M
4
PM icon
Philip Morris
PM
+$3.57M
5
AIG icon
American International
AIG
+$3.36M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.44%
2 Consumer Staples 13.58%
3 Healthcare 8.82%
4 Communication Services 5.68%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
+50
127
$6K 0.01%
+361
128
$3K ﹤0.01%
+144
129
$3K ﹤0.01%
+25
130
$2K ﹤0.01%
+50
131
$1K ﹤0.01%
+46
132
$1K ﹤0.01%
+86
133
$1K ﹤0.01%
+140
134
$0 ﹤0.01%
+4
135
$0 ﹤0.01%
+3
136
$0 ﹤0.01%
+6
137
$0 ﹤0.01%
+1
138
$0 ﹤0.01%
+40
139
$0 ﹤0.01%
+1,040
140
$0 ﹤0.01%
+1,140
141
$0 ﹤0.01%
+1,776
2 3 4 5
6