MAG
M3 Advisory Group Portfolio holdings
AUM
$145M
1-Year Est. Return
17.62%
1 Year Est. Return
+17.62%
AUM
$127M
AUM Growth
-$13.1M
(-9.4%)
Holding
151
Top Buys
| 1 | +$524K | |
| 2 | +$509K | |
| 3 | +$263K | |
| 4 |
Philip Morris
PM
|
+$245K |
| 5 |
McKesson
MCK
|
+$235K |
Top Sells
| 1 | +$774K | |
| 2 | +$740K | |
| 3 | +$536K | |
| 4 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$512K |
| 5 |
Apple
AAPL
|
+$382K |
Sector Composition
| 1 | Technology | 11.31% |
| 2 | Financials | 4.58% |
| 3 | Consumer Discretionary | 4.05% |
| 4 | Communication Services | 3.77% |
| 5 | Consumer Staples | 2.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Workday
WDAY
$62.5B
| – | – |
-778
|
|