WAM

WNY Asset Management Portfolio holdings

AUM $908M
1-Year Est. Return 13.23%
This Quarter Est. Return
1 Year Est. Return
+13.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$755M
AUM Growth
+$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.12%
2 Communication Services 3.52%
3 Healthcare 2.17%
4 Consumer Discretionary 1.65%
5 Financials 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-2,439
252
-997
253
-11,590