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
$171M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$211K
2 +$138K
3 +$138K
4
AMZN icon
Amazon
AMZN
+$70.8K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$53.8K

Sector Composition

1 Technology 10.61%
2 Financials 3.79%
3 Consumer Discretionary 3.48%
4 Communication Services 2.56%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$41.4K 0.02%
+1,696
77
-2,126