MA

Marshwinds Advisory Portfolio holdings

AUM $187M
1-Year Est. Return 1.79%
This Quarter Est. Return
1 Year Est. Return
-1.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$5.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1 +$148K
2 +$146K
3 +$125K
4
AAPL icon
Apple
AAPL
+$119K
5
GE icon
GE Aerospace
GE
+$104K

Top Sells

1 +$1.56M
2 +$262K
3 +$124K
4
MRK icon
Merck
MRK
+$117K
5
PEP icon
PepsiCo
PEP
+$82.4K

Sector Composition

1 Industrials 17.64%
2 Healthcare 16.46%
3 Technology 13.23%
4 Consumer Staples 12.48%
5 Communication Services 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$44K 0.03%
12,925
127
$38K 0.02%
1,263
-15
128
-9,000,000