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
$132M
AUM Growth
+$2.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$883K
3
+$740K
4
JETS icon
US Global Jets ETF
JETS
+$694K
5
CVX icon
Chevron
CVX
+$638K

Top Sells

1
+$1.21M
2
+$1.08M
3
+$748K
4
AMZN icon
Amazon
AMZN
+$666K
5
ALL icon
Allstate
ALL
+$587K

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
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