MWG
Martin Worley Group Portfolio holdings
AUM
$204M
This Quarter Return
+0.54%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(+9.5%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
8.52%
Top 10 Holdings %
Top 10 Hldgs %
45.37%
Holding
88
New
2
Increased
40
Reduced
22
Closed
5
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$320K |
| 2 |
Southwest Airlines
LUV
|
$296K |
| 3 |
Broadcom
AVGO
|
$271K |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$261K |
| 5 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
$249K |
Sector Composition
| 1 | Financials | 1.38% |
| 2 | Technology | 1.35% |
| 3 | Energy | 0.6% |
| 4 | Communication Services | 0.59% |
| 5 | Consumer Staples | 0.4% |
