MWM

Mindset Wealth Management Portfolio holdings

AUM $305M
1-Year Est. Return 27.83%
This Quarter Est. Return
1 Year Est. Return
+27.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$107M
2 +$52.9M
3 +$7.31M
4
AMZN icon
Amazon
AMZN
+$4.99M
5
AXP icon
American Express
AXP
+$2.47M

Top Sells

No sells this quarter

Sector Composition

1 Technology 72.56%
2 Financials 8.68%
3 Consumer Discretionary 3.6%
4 Industrials 2.96%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$25.2K 0.01%
+14,145
127
$24.6K 0.01%
+20,817
128
$10.8K ﹤0.01%
+340