MSWM

Master's Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 15.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$345K
2 +$283K
3 +$273K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$204K
5
NEE icon
NextEra Energy
NEE
+$109K

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
-2,588
52
-16,467