MAM

MWA Asset Management Portfolio holdings

AUM $181M
1-Year Est. Return 32.33%
This Quarter Est. Return
1 Year Est. Return
+32.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Sells

1 +$813K
2 +$807K
3 +$782K
4
CRM icon
Salesforce
CRM
+$427K
5
LLY icon
Eli Lilly
LLY
+$322K

Sector Composition

1 Technology 32.34%
2 Industrials 16.54%
3 Financials 9.41%
4 Consumer Discretionary 7.46%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVD icon
126
GraniteShares 2x Short NVDA Daily ETF
NVD
$39.6M
$87K 0.05%
+10,000
MS icon
127
Morgan Stanley
MS
$281B
-1,591
ACN icon
128
Accenture
ACN
$165B
-785
ADBE icon
129
Adobe
ADBE
$142B
-615
DIS icon
130
Walt Disney
DIS
$192B
-1,717
DOW icon
131
Dow Inc
DOW
$16.2B
-8,048