ALPS | WMC Research Value Fund's ALPS | WMC Research Value Fund (AMWYX) has disclosed 135 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2020-01-31. The current portfolio value is calculated to be $48.00 Mil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 4%.
ALPS | WMC Research Value Fund (AMWYX)'s
Total Assets is $51.79 Mil , Total Liabilities is $142,170.00 , Net Assets is $51.65 Mil.
In ALPS | WMC Research Value Fund (AMWYX)'s current portfolio as of 2020-01-31, the top 5 holdings are
Bank of America Corp (BAC), JPMorgan Chase & Co (JPM), Verizon Communications Inc (VZ), Procter & Gamble Co (PG) and McDonald's Corp (MCD),
not including call and put options.
ALPS | WMC Research Value Fund (AMWYX) did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for ALPS | WMC Research Value Fund (AMWYX), as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for ALPS | WMC Research Value Fund (AMWYX), which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for ALPS | WMC Research Value Fund.