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
176
$25.9K 0.02%
+264
177
$25.9K 0.02%
+52
178
$25.8K 0.02%
+2,063
179
$25.6K 0.02%
+267
180
$24.9K 0.02%
+214
181
$24.9K 0.02%
+173
182
$23.7K 0.02%
+496
183
$23.6K 0.02%
+142
184
$23.4K 0.02%
+471
185
$22.7K 0.02%
+69
186
$21.8K 0.02%
+37
187
$21.1K 0.01%
+175
188
$21.1K 0.01%
+87
189
$20.8K 0.01%
+346
190
$20.8K 0.01%
+150
191
$20.1K 0.01%
+125
192
$19.7K 0.01%
+695
193
$19.4K 0.01%
+26
194
$18.7K 0.01%
+68
195
$18.4K 0.01%
+94
196
$18.1K 0.01%
+663
197
$17.8K 0.01%
+98
198
$17.6K 0.01%
+2,069
199
$17.4K 0.01%
+82
200
$17.4K 0.01%
+63