MWM
Mindset Wealth Management Portfolio holdings
AUM
$367M
1-Year Est. Return
43.13%
1 Year Est. Return
+43.13%
AUM
$367M
AUM Growth
+$61.4M
(+20%)
Holding
182
Top Buys
| 1 | +$4.21M | |
| 2 | +$1.31M | |
| 3 | +$994K | |
| 4 |
Blackstone
BX
|
+$560K |
| 5 |
Meta Platforms (Facebook)
META
|
+$461K |
Top Sells
| 1 | +$644K | |
| 2 | +$494K | |
| 3 | +$256K | |
| 4 |
Synopsys
SNPS
|
+$246K |
| 5 |
Credo Technology Group
CRDO
|
+$235K |
Sector Composition
| 1 | Technology | 71.55% |
| 2 | Financials | 7.28% |
| 3 | Consumer Discretionary | 4.37% |
| 4 | Communication Services | 4% |
| 5 | Industrials | 3.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
T-Mobile US
TMUS
$234B
| $1.47M | 0.4% |
6,140
+1,451
|
|
||
27
Seagate
STX
$55.4B
| $1.36M | 0.37% |
5,766
-455
|
|
||
28
Philip Morris
PM
$238B
| $1.36M | 0.37% |
8,373
+215
|
|
||
29
FNB Corp
FNB
$6.05B
| $1.34M | 0.37% |
83,333
|
|
||
30
Netflix
NFLX
$438B
| $1.29M | 0.35% |
10,770
+2,650
|
|
||
31
Oneok
OKE
$47.2B
| $1.16M | 0.32% |
15,909
+798
|
|
||
32
CrowdStrike
CRWD
$129B
| $1.08M | 0.29% |
2,203
+256
|
|
||
33
KLA
KLAC
$159B
| $1.07M | 0.29% |
991
-1
|
|
||
34
Morgan Stanley
MS
$275B
| $1.05M | 0.29% |
6,582
+27
|
|
||
35
Arista Networks
ANET
$161B
| $997K | 0.27% |
6,840
+2,263
|
|
||
36
Hasbro
HAS
$11.6B
| $994K | 0.27% |
+13,104
|
|
||
37
ProShares Ultra QQQ
QLD
$10.8B
| $962K | 0.26% |
14,028
|
|
||
38
Eli Lilly
LLY
$929B
| $950K | 0.26% |
1,245
+65
|
|
||
39
JPMorgan Chase
JPM
$849B
| $943K | 0.26% |
2,990
+209
|
|
||
40
Cummins
CMI
$70B
| $918K | 0.25% |
2,173
-2
|
|
||
41
Baker Hughes
BKR
$49.8B
| $913K | 0.25% |
18,743
+2,501
|
|
||
42
ServiceNow
NOW
$172B
| $904K | 0.25% |
982
+256
|
|
||
43
Lockheed Martin
LMT
$102B
| $872K | 0.24% |
1,746
+36
|
|
||
44
Parker-Hannifin
PH
$109B
| $858K | 0.23% |
1,132
+5
|
|
||
45
Yum China
YUMC
$17B
| $811K | 0.22% |
18,900
-400
|
|
||
46
Micron Technology
MU
$261B
| $807K | 0.22% |
4,823
+1,806
|
|
||
47
Home Depot
HD
$359B
| $803K | 0.22% |
1,982
+1
|
|
||
48
Main Street Capital
MAIN
$5.29B
| $796K | 0.22% |
12,520
|
|
||
49
IBM
IBM
$283B
| $766K | 0.21% |
2,716
-22
|
|
||
50
Hubbell
HUBB
$22.9B
| $763K | 0.21% |
1,772
+47
|
|