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MHWM

Montz Harcus Wealth Management Portfolio holdings

AUM $248M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$538K
2
+$423K
3
+$330K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$295K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$224K

Top Sells

1
+$641K
2
+$238K
3
+$224K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$216K
5
META icon
Meta Platforms (Facebook)
META
+$60.4K

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
– –
-6,932
1 2
3