MWS
Maxwell Wealth Strategies Portfolio holdings
AUM
$245M
This Quarter Return
+2.31%
1 Year Return
+23.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$245M
AUM Growth
+$245M
(+4.1%)
Cap. Flow
+$6.35M
Cap. Flow
% of AUM
2.59%
Top 10 Holdings %
Top 10 Hldgs %
41.21%
Holding
112
New
6
Increased
29
Reduced
42
Closed
2
Top Buys
Top Sells
| 1 |
Tesla
TSLA
|
$2.25M |
| 2 |
IQVIA
IQV
|
$872K |
| 3 |
Advanced Micro Devices
AMD
|
$865K |
| 4 |
Edwards Lifesciences
EW
|
$845K |
| 5 |
Devon Energy
DVN
|
$685K |
Sector Composition
| 1 | Technology | 17.11% |
| 2 | Financials | 9.66% |
| 3 | Industrials | 6.89% |
| 4 | Communication Services | 5.22% |
| 5 | Consumer Discretionary | 5.06% |
