MSWM
Master's Wealth Management Portfolio holdings
AUM
$230M
1-Year Est. Return
9.29%
1 Year Est. Return
+9.29%
AUM
$230M
AUM Growth
+$16.1M
(+7.5%)
Holding
52
Top Buys
| 1 | +$818K | |
| 2 | +$512K | |
| 3 | +$484K | |
| 4 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
+$470K |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
+$375K |
Top Sells
| 1 | +$345K | |
| 2 | +$283K | |
| 3 | +$273K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$204K |
| 5 |
NextEra Energy
NEE
|
+$113K |
Sector Composition
| 1 | Technology | 1.9% |
| 2 | Industrials | 1.78% |
| 3 | Financials | 1.19% |
| 4 | Energy | 0.45% |
| 5 | Communication Services | 0.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Kenvue
KVUE
$32.5B
| – | – |
-16,467
|
|
||
52
Morgan Stanley
MS
$278B
| – | – |
-2,006
|
|