MSWA
Marshall & Sterling Wealth Advisors Portfolio holdings
AUM
$148M
This Quarter Return
+7.49%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(+0.4%)
Cap. Flow
-$8.72M
Cap. Flow
% of AUM
-5.9%
Top 10 Holdings %
Top 10 Hldgs %
45.28%
Holding
693
New
53
Increased
205
Reduced
153
Closed
61
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 7.19% |
| 2 | Financials | 3.43% |
| 3 | Industrials | 2.92% |
| 4 | Healthcare | 1.76% |
| 5 | Consumer Staples | 1.56% |
