AWM
Athena Wealth Management Portfolio holdings
AUM
$122M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$103M
AUM Growth
–
Holding
106
Top Buys
| 1 | +$37.6M | |
| 2 | +$3.36M | |
| 3 | +$3.21M | |
| 4 |
Apple
AAPL
|
+$3.08M |
| 5 |
Exxon Mobil
XOM
|
+$1.97M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.13% |
| 2 | Financials | 8.87% |
| 3 | Energy | 5.79% |
| 4 | Consumer Discretionary | 5.1% |
| 5 | Industrials | 4.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Thomson Reuters
TRI
$42.8B
| $203K | 0.2% |
+1,537
|
|
||
102
Eaton
ETN
$161B
| $201K | 0.2% |
+631
|
|
||
103
EOG Resources
EOG
$70.9B
| $200K | 0.19% |
+1,907
|
|
||
104
ASE Group
ASX
$65.6B
| $175K | 0.17% |
+10,889
|
|
||
105
Itaú Unibanco
ITUB
$100B
| $115K | 0.11% |
+16,074
|
|
||
106
Kosmos Energy
KOS
$1.69B
| $12.2K | 0.01% |
+13,418
|
|