MWAM
Manhattan West Asset Management Portfolio holdings
AUM
$432M
This Quarter Return
+6.97%
1 Year Return
+15.29%
3 Year Return
+57.03%
5 Year Return
–
10 Year Return
–
AUM
$230M
AUM Growth
+$230M
(+17%)
Cap. Flow
+$25.1M
Cap. Flow
% of AUM
10.92%
Top 10 Holdings %
Top 10 Hldgs %
43.69%
Holding
135
New
22
Increased
70
Reduced
29
Closed
7
Top Buys
| 1 |
First Trust Municipal High Income ETF
FMHI
|
$5.82M |
| 2 |
374Water
SCWO
|
$4.52M |
| 3 |
Microsoft
MSFT
|
$3.17M |
| 4 |
iShares California Muni Bond ETF
CMF
|
$1.81M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.74M |
Top Sells
Sector Composition
| 1 | Technology | 12.68% |
| 2 | Financials | 5.92% |
| 3 | Industrials | 5.65% |
| 4 | Consumer Discretionary | 5.14% |
| 5 | Healthcare | 4% |
