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
$123M
AUM Growth
-$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$23.7M
2 +$16.5M
3 +$15.9M
4
IAU icon
iShares Gold Trust
IAU
+$15.6M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.14M

Sector Composition

1 Healthcare 4.87%
2 Consumer Staples 3.17%
3 Financials 1.17%
4 Industrials 0.79%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-92,212
27
-47,833