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
$157M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$4.54K
2 +$2.42K

Top Sells

1 +$8.6M
2 +$6.41M
3 +$6.22M
4
JPM icon
JPMorgan Chase
JPM
+$6.14M
5
SBUX icon
Starbucks
SBUX
+$5.71M

Sector Composition

1 Healthcare 17.59%
2 Real Estate 8.51%
3 Technology 6.64%
4 Consumer Staples 6.59%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-27,402