MBWA

Marin Bay Wealth Advisors Portfolio holdings

AUM $175M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1 +$26.5M
2 +$11.3M
3 +$10.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.58M
5
GLD icon
SPDR Gold Trust
GLD
+$6.63M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.34%
2 Financials 9.65%
3 Industrials 5.76%
4 Communication Services 5.71%
5 Consumer Discretionary 5.65%