MWM
Mascagni Wealth Management Portfolio holdings
AUM
$117M
This Quarter Return
+2.31%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.95%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Convertible Bond ETF
ICVT
|
$5.38M |
| 2 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$4.79M |
| 3 |
Apple
AAPL
|
$4.5M |
| 4 |
iShares High Yield Systematic Bond ETF
HYDB
|
$4.43M |
| 5 |
Microsoft
MSFT
|
$3.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.52% |
| 2 | Communication Services | 3.36% |
| 3 | Energy | 2.05% |
| 4 | Consumer Discretionary | 1.88% |
| 5 | Consumer Staples | 1.36% |
