MAG
M3 Advisory Group Portfolio holdings
AUM
$160M
1-Year Est. Return
21.95%
1 Year Est. Return
+21.95%
AUM
$145M
AUM Growth
+$18M
(+14%)
Holding
151
Top Buys
| 1 | +$523K | |
| 2 | +$470K | |
| 3 | +$452K | |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
+$330K |
| 5 |
NVIDIA
NVDA
|
+$330K |
Top Sells
| 1 | +$326K | |
| 2 | +$239K | |
| 3 | +$186K | |
| 4 |
State Street SPDR S&P Transportation ETF
XTN
|
+$144K |
| 5 |
Olin
OLN
|
+$113K |
Sector Composition
| 1 | Technology | 12.63% |
| 2 | Consumer Discretionary | 4.33% |
| 3 | Financials | 4.3% |
| 4 | Communication Services | 4.14% |
| 5 | Consumer Staples | 2.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Chevron
CVX
$311B
| – | – |
-1,431
|
|