HSWS
Higgins & Schmidt Wealth Strategies Portfolio holdings
AUM
$181M
This Quarter Return
+9.89%
1 Year Return
+13.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
79.34%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.82% |
| 2 | Consumer Discretionary | 0.33% |
| 3 | Financials | 0.21% |
| 4 | Communication Services | 0.19% |
