MWM

Mascagni Wealth Management Portfolio holdings

AUM $129M
1-Year Est. Return 19.39%
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$244K 0.24%
6,166
102
$235K 0.23%
6,199
103
$227K 0.23%
3,182
104
$225K 0.22%
5,720
105
$224K 0.22%
2,702
106
$221K 0.22%
5,847
107
$212K 0.21%
2,962
108
$207K 0.21%
1,620
109
$205K 0.2%
7,936
110
$203K 0.2%
4,595
111
$203K 0.2%
6,629
112
$201K 0.2%
4,925
1 2 3 4
5