AWM
Arbor Wealth Management Portfolio holdings
AUM
$456M
This Quarter Return
+4.01%
1 Year Return
+24.5%
3 Year Return
+100.36%
5 Year Return
+96.74%
10 Year Return
–
AUM
$91.6M
AUM Growth
–
Cap. Flow
+$91.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.41%
Holding
141
New
141
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$4.22M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.92M |
| 3 |
Walmart
WMT
|
$3.67M |
| 4 |
Philip Morris
PM
|
$3.57M |
| 5 |
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% |
