MWM
Modern Wealth Management Portfolio holdings
AUM $3.13B
This Quarter Return
-1.25%
1 Year Return
+6.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3.13B
AUM Growth
+$450M (+17%)
Cap. Flow
+$494M
Cap. Flow % of AUM
15.79%
Top 10 Holdings %Top 10 Hldgs %
27.41%
Holding
702
New
123
Increased
377
Reduced
150
Closed
27
Top Buys
| 1 | $56.4M | |
| 2 | $53.1M | |
| 3 | $31.8M | |
| 4 | $23.6M | |
| 5 | $21.3M |
Top Sells
| 1 | $64M | |
| 2 | $63.6M | |
| 3 | $11.3M | |
| 4 | $10.7M | |
| 5 | $9.35M |
Sector Composition
| 1 | Technology | 6.98% |
| 2 | Financials | 3.7% |
| 3 | Industrials | 2.06% |
| 4 | Healthcare | 1.94% |
| 5 | Energy | 1.7% |