MAS
MPWM Advisory Solutions Portfolio holdings
AUM
$158M
This Quarter Return
+0.89%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.37%
Holding
736
New
736
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$31.3M |
| 2 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$11.7M |
| 3 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$6.15M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
$5.47M |
| 5 |
Invesco QQQ Trust
QQQ
|
$5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.19% |
| 2 | Consumer Discretionary | 1.84% |
| 3 | Communication Services | 1.63% |
| 4 | Financials | 1.34% |
| 5 | Healthcare | 1.07% |
