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
$194M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$8.6M
2 +$4.32M
3 +$1.72M
4
GLD icon
SPDR Gold Trust
GLD
+$196K
5
KNX icon
Knight Transportation
KNX
+$158K

Top Sells

1 +$794K
2 +$410K
3 +$95.1K

Sector Composition

1 Healthcare 13.62%
2 Financials 9.79%
3 Real Estate 7.34%
4 Consumer Discretionary 7.11%
5 Industrials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.24M 1.16%
24,810
+1,044