MSWMA
Market Street Wealth Management Advisors Portfolio holdings
AUM
$613M
This Quarter Return
+6.14%
1 Year Return
+8.82%
3 Year Return
+31.59%
5 Year Return
+65.46%
10 Year Return
–
AUM
$613M
AUM Growth
+$613M
(+4.1%)
Cap. Flow
-$8.21M
Cap. Flow
% of AUM
-1.34%
Top 10 Holdings %
Top 10 Hldgs %
57.29%
Holding
103
New
7
Increased
36
Reduced
42
Closed
4
Top Buys
Top Sells
Sector Composition
1 | Healthcare | 2% |
2 | Technology | 1.47% |
3 | Consumer Staples | 0.39% |
4 | Consumer Discretionary | 0.39% |
5 | Communication Services | 0.38% |