MHWM

Montz Harcus Wealth Management Portfolio holdings

AUM $207M
1-Year Est. Return 15.95%
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.9M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$495K
2 +$390K
3 +$305K
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$270K
5
RTX icon
RTX Corp
RTX
+$217K

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 4.34%
3 Financials 2.44%
4 Communication Services 2.38%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.21%
4,769
+35
52
$70K 0.07%
11,501
+283
53
-4,868
54
-3,618
55
-3,466