MWAM

Manhattan West Asset Management Portfolio holdings

AUM $489M
1-Year Est. Return 19.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$16.7M
3
+$8.59M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$6.99M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$6.84M

Top Sells

1
+$18.9M
2
+$16.3M
3
+$12.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.58M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.37M

Sector Composition

1 Technology 11.99%
2 Financials 6.86%
3 Consumer Discretionary 5.39%
4 Healthcare 3.64%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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