MPW

Magnolia Private Wealth Portfolio holdings

AUM $129M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.97%
2 Financials 3.77%
3 Communication Services 1.78%
4 Consumer Discretionary 0.92%
5 Industrials 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$216K 0.19%
+682
102
$212K 0.18%
+7,827
103
$205K 0.18%
+906
104
$202K 0.17%
+1,399