AC

AWH Capital Portfolio holdings

AUM $85.7M
1-Year Est. Return 31.66%
This Quarter Est. Return
1 Year Est. Return
+31.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$2.99M
2 +$959K
3 +$594K
4
EOLS icon
Evolus
EOLS
+$420K
5
IBKR icon
Interactive Brokers
IBKR
+$238K

Top Sells

1 +$563K
2 +$501K

Sector Composition

1 Communication Services 24.86%
2 Financials 18.4%
3 Industrials 16.25%
4 Consumer Discretionary 14.82%
5 Technology 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-15,900
27
-135,700