MWS
Maxwell Wealth Strategies Portfolio holdings
AUM
$245M
This Quarter Return
+10.02%
1 Year Return
+23.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
–
Cap. Flow
+$153M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.24%
Holding
91
New
91
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$18.4M |
| 2 |
Microsoft
MSFT
|
$6.96M |
| 3 |
Apple
AAPL
|
$5.5M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$4.83M |
| 5 |
First Trust Capital Strength ETF
FTCS
|
$4.33M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.51% |
| 2 | Financials | 6.57% |
| 3 | Industrials | 5.91% |
| 4 | Healthcare | 5.43% |
| 5 | Communication Services | 4.33% |
