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MWM

Mascagni Wealth Management Portfolio holdings

AUM $140M
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$898K
2
+$791K
3
+$770K
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$750K
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$557K

Top Sells

1
+$444K
2
+$433K
3
+$424K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$348K
5
JMEE icon
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
– –
-2,827
127
– –
-4,390
128
– –
-2,991
2 3 4 5
6