MWM

Massachusetts Wealth Management Portfolio holdings

AUM $202M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$929K
2
+$831K
3
+$824K
4
META icon
Meta Platforms (Facebook)
META
+$779K
5
AMZN icon
Amazon
AMZN
+$746K

Top Sells

1
+$1.33M
2
+$851K
3
+$850K
4
VZ icon
Verizon
VZ
+$740K
5
DOW icon
Dow Inc
DOW
+$583K

Sector Composition

1 Industrials 18.8%
2 Healthcare 10.99%
3 Financials 10.54%
4 Consumer Staples 10.32%
5 Technology 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.87%
13,347
-75
52
$1.31M 0.82%
5,120
+335
53
$1.3M 0.82%
37,610
+270
54
$1.27M 0.8%
18,184
+1,240
55
$1.26M 0.8%
2,207
+1,361
56
$1.25M 0.79%
13,368
+147
57
$1.22M 0.77%
2,125
58
$1.15M 0.73%
6,007
+75
59
$1.1M 0.7%
13,658
-525
60
$1.05M 0.66%
15,233
+345
61
$1.05M 0.66%
23,200
+7,400
62
$1.04M 0.65%
6,201
+4,361
63
$1.03M 0.65%
14,550
-285
64
$1,000K 0.63%
6,682
+815
65
$991K 0.62%
8,176
-73
66
$929K 0.59%
+8,953
67
$831K 0.52%
+3,760
68
$824K 0.52%
+4,848
69
$713K 0.45%
23,080
-27,483
70
$643K 0.41%
4,230
+815
71
$584K 0.37%
7,915
-225
72
$557K 0.35%
2,875
-25
73
$522K 0.33%
9,563
-10,673
74
$511K 0.32%
2,851
+792
75
$468K 0.3%
5,250
-350
1 2
3
4