MAM
Marquette Asset Management Portfolio holdings
AUM
$653M
1-Year Est. Return
15.48%
1 Year Est. Return
+15.48%
AUM
$653M
AUM Growth
+$56.8M
(+9.5%)
Holding
701
Top Buys
| 1 | +$8.49M | |
| 2 | +$2.27M | |
| 3 | +$1.47M | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.41M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$1.22M |
Top Sells
| 1 | +$6.46M | |
| 2 | +$861K | |
| 3 | +$499K | |
| 4 |
Microsoft
MSFT
|
+$269K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$237K |
Sector Composition
| 1 | Technology | 0.78% |
| 2 | Financials | 0.46% |
| 3 | Consumer Discretionary | 0.38% |
| 4 | Healthcare | 0.26% |
| 5 | Industrials | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
West Bancorporation
WTBA
$385M
| – | – |
-249
|
|