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
$151M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.18M
3
+$4.43M
4
CDW icon
CDW
CDW
+$4.12M
5
DG icon
Dollar General
DG
+$3.77M

Top Sells

1
+$6.69M
2
+$3.55M
3
+$2.33M
4
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$1.7M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$88.6K

Sector Composition

1 Healthcare 10.73%
2 Consumer Staples 8.29%
3 Industrials 7.86%
4 Financials 7.84%
5 Consumer Discretionary 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-41,002
27
– –
-23,398
1
2