
Affinity Wealth Management LLC
CIK Number: 0000810672
539.1M
Market Value
99
# of Holdings
11 months
Avg. Holding Period
45.45%
Win Rate
8.63%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | QQQ | Invesco QQQ Tru... | 444.07 | -0.02% | 72.22K | -0.38% | 36.92M | 375.68 | 6.54% |
2 | XMMO | Invesco S&P Mid... | 109.77 | +0.57% | 253.18K | -0.23% | 31.28M | 112.77 | 5.54% |
3 | RGI | Invesco S&P 500... | 189.57 | +0.80% | 622.62K | -0.69% | 31.26M | 56.17 | 5.54% |
4 | LRGF | iShares U.S. Eq... | 54.59 | +0.28% | 516.88K | +0.09% | 31.19M | 58.77 | 5.53% |
5 | COWZ | Pacer US Cash C... | 50.21 | +1.25% | 552.16K | -0.05% | 31.19M | 48.12 | 5.53% |
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