MSWM
Mowery & Schoenfeld Wealth Management Portfolio holdings
AUM
$61.9M
1-Year Return
19.12%
This Quarter Return
+6.16%
1 Year Return
+19.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$63.3M
AUM Growth
-$6.35M
(-9.1%)
Cap. Flow
-$10.2M
Cap. Flow
% of AUM
-16.04%
Top 10 Holdings %
Top 10 Hldgs %
65.86%
Holding
261
New
48
Increased
28
Reduced
29
Closed
27
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.58M |
| 2 |
Microsoft
MSFT
|
$181K |
| 3 |
Meta Platforms (Facebook)
META
|
$128K |
| 4 |
Apple
AAPL
|
$127K |
| 5 |
Palo Alto Networks
PANW
|
$120K |
Top Sells
Sector Composition
| 1 | Technology | 9.42% |
| 2 | Healthcare | 7.46% |
| 3 | Financials | 6.33% |
| 4 | Consumer Discretionary | 2.33% |
| 5 | Communication Services | 2.3% |
