MWM
Mascagni Wealth Management Portfolio holdings
AUM
$129M
1-Year Est. Return
19.39%
1 Year Est. Return
+19.39%
AUM
$129M
AUM Growth
+$12M
(+10%)
Holding
128
Top Buys
| 1 | +$925K | |
| 2 | +$809K | |
| 3 | +$789K | |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$779K |
| 5 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
+$579K |
Top Sells
| 1 | +$453K | |
| 2 | +$441K | |
| 3 | +$437K | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$360K |
| 5 |
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
|
+$260K |
Sector Composition
| 1 | Technology | 16.01% |
| 2 | Communication Services | 3.86% |
| 3 | Consumer Discretionary | 1.89% |
| 4 | Energy | 1.67% |
| 5 | Financials | 1.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.23B
| – | – |
-2,827
|
|
||
|
127
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.26B
| – | – |
-4,390
|
|
||
128
Coca-Cola
KO
$303B
| – | – |
-2,991
|
|