AWS

Aspen Wealth Strategies Portfolio holdings

AUM $166M
1-Year Est. Return 14.86%
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.44%
2 Healthcare 4.61%
3 Financials 4.36%
4 Industrials 2.25%
5 Consumer Discretionary 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$118K 0.09%
+10,192