MHWM

Montz Harcus Wealth Management Portfolio holdings

AUM $229M
1-Year Est. Return 18.01%
This Quarter Est. Return
1 Year Est. Return
+18.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$7.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

1 +$213K
2 +$205K
3 +$166K
4
AAPL icon
Apple
AAPL
+$163K
5
TSLA icon
Tesla
TSLA
+$125K

Sector Composition

1 Technology 9.55%
2 Consumer Discretionary 3.43%
3 Financials 2.27%
4 Communication Services 1.87%
5 Industrials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$493K 0.46%
1,765
+1
27
$469K 0.43%
7,555
+121
28
$468K 0.43%
4,514
-26
29
$450K 0.42%
2,167
-602
30
$421K 0.39%
4,818
+579
31
$419K 0.39%
1,833
+9
32
$390K 0.36%
2,975
+29
33
$389K 0.36%
11,390
+729
34
$364K 0.34%
2,230
+10
35
$361K 0.33%
3,389
+17
36
$344K 0.32%
4,514
+401
37
$338K 0.31%
8,283
+81
38
$326K 0.3%
3,130
39
$301K 0.28%
1,888
+55
40
$291K 0.27%
617
-2
41
$289K 0.27%
1,512
+7
42
$278K 0.26%
1,925
+9
43
$254K 0.23%
1,640
-140
44
$243K 0.22%
2,427
-100
45
$242K 0.22%
3,489
+22
46
$238K 0.22%
4,560
-289
47
$232K 0.21%
3,039
+73
48
$226K 0.21%
4,510
+15
49
$225K 0.21%
2,293
+11
50
$222K 0.21%
4,518
+6