MSWA

Marshall & Sterling Wealth Advisors Portfolio holdings

AUM $148M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.65%
2 Financials 2.68%
3 Industrials 2.35%
4 Consumer Discretionary 1.72%
5 Consumer Staples 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$212 ﹤0.01%
+4
352
$182 ﹤0.01%
+42
353
$128 ﹤0.01%
+50
354
$127 ﹤0.01%
+24
355
$87 ﹤0.01%
+2
356
$60 ﹤0.01%
+3
357
$52 ﹤0.01%
+3
358
$37 ﹤0.01%
+200
359
$4 ﹤0.01%
+1
360
0
361
0