MSWM

Mader & Shannon Wealth Management Portfolio holdings

AUM $204M
1-Year Est. Return 17.82%
This Quarter Est. Return
1 Year Est. Return
+17.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$23.6M
2 +$18M
3 +$6.99M
4
FDX icon
FedEx
FDX
+$5.56M
5
DIS icon
Walt Disney
DIS
+$5.39M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 11.91%
2 Communication Services 9%
3 Financials 8.94%
4 Healthcare 7.6%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.97M 1.51%
+25,000
27
$987K 0.76%
+27,235