AWM

Athena Wealth Management Portfolio holdings

AUM $122M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$37.6M
2 +$3.36M
3 +$3.21M
4
AAPL icon
Apple
AAPL
+$3.08M
5
XOM icon
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%