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AWS

Aspen Wealth Strategies Portfolio holdings

AUM $186M
1-Year Est. Return 21.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$2.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$957K
3
+$718K
4
CVX icon
Chevron
CVX
+$650K
5
USB icon
US Bancorp
USB
+$609K

Top Sells

1
+$1.21M
2
+$984K
3
+$748K
4
ALL icon
Allstate
ALL
+$587K
5
AMZN icon
Amazon
AMZN
+$583K

Sector Composition

1 Technology 6.42%
2 Financials 4.12%
3 Healthcare 3.39%
4 Energy 2.71%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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79
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-2,546
80
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-16,896
81
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82
– –
-7,314
83
– –
-5,135
84
– –
-4,886
85
– –
-8,781
86
– –
-7,425
87
– –
-1,020
88
– –
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89
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-3,013
90
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-3,802
91
– –
-3,012
92
– –
-9,047
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