MAM
MWA Asset Management Portfolio holdings
AUM
$163M
This Quarter Return
-2.48%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.37%
Holding
109
New
109
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$4.26M |
| 2 |
Microsoft
MSFT
|
$3.28M |
| 3 |
Broadcom
AVGO
|
$3.19M |
| 4 |
Caterpillar
CAT
|
$3.09M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$2.92M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 22.09% |
| 2 | Industrials | 15.66% |
| 3 | Consumer Discretionary | 9.74% |
| 4 | Financials | 8.48% |
| 5 | Communication Services | 8.2% |
