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
$336M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Sells

1 +$1.76M
2 +$1.65M
3 +$512K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$380K
5
F icon
Ford
F
+$374K

Sector Composition

1 Technology 7.36%
2 Communication Services 4.77%
3 Healthcare 3.9%
4 Financials 2.85%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,000
177
-1,426