MAM
MWA Asset Management Portfolio holdings
AUM
$179M
1-Year Est. Return
32.71%
This Fund
S&P 500
1 Year Est. Return
+32.71%
AUM
$179M
AUM Growth
-$1.67M
(-0.92%)
Holding
131
Top Buys
| 1 | +$1.53M | |
| 2 | +$604K | |
| 3 | +$560K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$340K |
| 5 |
Home Depot
HD
|
+$328K |
Top Sells
| 1 | +$1.27M | |
| 2 | +$951K | |
| 3 | +$636K | |
| 4 |
Verizon
VZ
|
+$488K |
| 5 |
Salesforce
CRM
|
+$433K |
Sector Composition
| 1 | Technology | 30.86% |
| 2 | Industrials | 18.11% |
| 3 | Financials | 9.34% |
| 4 | Communication Services | 7.67% |
| 5 | Consumer Discretionary | 7.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Lockheed Martin
LMT
$152B
| – | – |
-649
|
|
||
127
GraniteShares 2x Short NVDA Daily ETF
NVD
$34M
| – | – |
-10,000
|
|
||
128
Starbucks
SBUX
$114B
| – | – |
-3,116
|
|
||
129
ProShares Russell 2000 Dividend Growers ETF
SMDV
$641M
| – | – |
-3,591
|
|
||
130
ProShares UltraPro Short QQQ
SQQQ
$2.29B
| – | – |
-3,000
|
|
||
131
Symbotic
SYM
$6.21B
| – | – |
-4,520
|
|