Equities are currently the largest holdings block of this fund's allocation at 98.50% of AWSHX total assets.
| ASSET ALLOCATION |
Percentages less than ~1% will not appear on chart. |
| Equities |
98.50% |
Convertible Stocks |
0% |
| Fixed Income |
0% |
Cash* |
1.50% |
| Preferred Stocks |
0% |
|
|
* Allocation is calculated based on current cash on hand and is subject to change.
|
| SECTOR WEIGHTINGS |
| Healthcare |
15%
|
| Capital Goods |
14%
|
| Energy |
14%
|
| Utilities |
11%
|
| Technology |
9%
|
| Finance |
9%
|
| Consumer Staples |
8%
|
| Communication Services |
7%
|
| Consumer Cyclicals |
7%
|
| Basic Materials |
4%
|
| Transportation |
3%
|
| Miscellaneous |
2%
|
|
