AWM
Austin Wealth Management Portfolio holdings
AUM
$562M
1-Year Return
11.41%
This Quarter Return
-3.03%
1 Year Return
+11.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$323M
AUM Growth
–
Cap. Flow
+$323M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.21%
Holding
100
New
100
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.79% |
| 2 | Consumer Discretionary | 0.82% |
| 3 | Consumer Staples | 0.72% |
| 4 | Communication Services | 0.62% |
| 5 | Energy | 0.56% |
