MSWM
Mowery & Schoenfeld Wealth Management Portfolio holdings
AUM $51M
AUM
$51M
AUM Growth
-$382K (-0.7%)
Cap. Flow
+$2.67M
Cap. Flow % of AUM
5.23%
Top 10 Holdings %Top 10 Hldgs %
43.58%
Holding
571
New
80
Increased
95
Reduced
173
Closed
117
Top Buys
1 | $762K | |
2 | $629K | |
3 | $434K | |
4 | $408K | |
5 | $336K |
Top Sells
1 | $1.72M | |
2 | $1.12M | |
3 | $1.05M | |
4 | $394K | |
5 | $190K |
Sector Composition
1 | Technology | 16.66% |
2 | Financials | 11.58% |
3 | Healthcare | 8.86% |
4 | Communication Services | 6.78% |
5 | Consumer Discretionary | 4.71% |