SW
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SlateStone Wealth’s iShares Core Moderate Allocation ETF AOM Stock Holding History

SlateStone Wealth’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,703
Closed -$480K – 171
2020
Q3 		$480K Sell
11,703
-29,604
-72% -$1.21M 0.1% 133
2020
Q2 		$1.65M Sell
41,307
-181,012
-81% -$6.98M 0.37% 71
2020
Q1 		$8.17M Sell
222,319
-39,695
-15% -$1.55M 2.32% 7
2019
Q4 		$10.5M Sell
262,014
-16,459
-6% -$652K 2.4% 7
2019
Q3 		$10.9M Sell
278,473
-6,918
-2% -$269K 3.19% 8
2019
Q2 		$11.1M Buy
285,391
+6,846
+2% +$262K 3.14% 7
2019
Q1 		$10.6M Sell
278,545
-4,494
-2% -$167K 3.26% 7
2018
Q4 		$10.1M Buy
+283,039
New +$10.3M 4.64% 5

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return