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MPWS
McCarter Private Wealth Services Portfolio holdings
AUM
$230M
1-Year Est. Return
32.13%
This Fund
S&P 500
1 Year Est. Return
+32.13%
AUM
$230M
AUM Growth
+$7.51M
(+3.4%)
Holding
177
Top Buys
| 1 | +$1.92M | |
| 2 | +$1.47M | |
| 3 | +$1.42M | |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$602K |
| 5 |
Robinhood
HOOD
|
+$437K |
Top Sells
| 1 | +$2.37M | |
| 2 | +$1.62M | |
| 3 | +$655K | |
| 4 |
Edwards Lifesciences
EW
|
+$635K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$547K |
Sector Composition
| 1 | Technology | 18.97% |
| 2 | Financials | 11.44% |
| 3 | Industrials | 9.46% |
| 4 | Healthcare | 9.13% |
| 5 | Consumer Discretionary | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Cheniere Energy
LNG
$50.4B
| – | – |
-1,612
|
|
||
177
Reddit
RDDT
$34.4B
| – | – |
-2,370
|
|