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
51
$206K 0.19%
+3,734
52
$200K 0.19%
+981
53
$71.5K 0.07%
12,463
+340
54
-2,282
55
-6,199