MSWM
Mader & Shannon Wealth Management Portfolio holdings
AUM
$184M
This Quarter Return
+2.22%
1 Year Return
+14.16%
3 Year Return
+34.73%
5 Year Return
+58.42%
10 Year Return
+198.55%
AUM
$120M
AUM Growth
+$120M
(-8.6%)
Cap. Flow
-$12.1M
Cap. Flow
% of AUM
-10.07%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
23
New
4
Increased
1
Reduced
2
Closed
16
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$30.3M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$25.5M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$14.2M |
| 4 |
iShares Gold Trust
IAU
|
$7.51M |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
$1.61M |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$14.1M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$10.1M |
| 3 |
Meta Platforms (Facebook)
META
|
$8.77M |
| 4 |
Amazon
AMZN
|
$8.71M |
| 5 |
DFS
Discover Financial Services
DFS
|
$8.48M |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Financials | 0% |
| 4 | Industrials | 0% |
| 5 | Technology | 0% |
