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
$210M
AUM Growth
-$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$1M
2 +$275K
3 +$33.3K
4
SLB icon
SLB Ltd
SLB
+$23.4K
5
KHC icon
Kraft Heinz
KHC
+$20.4K

Top Sells

1 +$242K
2 +$202K
3 +$96.9K
4
TR icon
Tootsie Roll Industries
TR
+$79.7K
5
VZ icon
Verizon
VZ
+$50.2K

Sector Composition

1 Technology 18.6%
2 Industrials 18.54%
3 Healthcare 16.2%
4 Consumer Staples 13.84%
5 Energy 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,600