MSWA
Marshall & Sterling Wealth Advisors Portfolio holdings
AUM
$148M
This Quarter Return
-0.25%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.14%
Holding
361
New
360
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
