MSWM

Mader & Shannon Wealth Management Portfolio holdings

AUM $204M
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$2.03M

Sector Composition

1 Energy 6.23%
2 Healthcare 6.02%
3 Technology 5.72%
4 Consumer Discretionary 4.5%
5 Materials 3.58%