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MAM

MWA Asset Management Portfolio holdings

AUM $183M
1-Year Est. Return 41.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$1.8M
2 +$1.31M
3 +$817K
4
BDX icon
Becton Dickinson
BDX
+$476K
5
HD icon
Home Depot
HD
+$468K

Top Sells

1 +$3.01M
2 +$1.17M
3 +$640K
4
SLVR
Sprott Silver Miners & Physical Silver ETF
SLVR
+$565K
5
AVGO icon
Broadcom
AVGO
+$459K

Sector Composition

1 Technology 28.43%
2 Industrials 20%
3 Financials 9.2%
4 Consumer Discretionary 7.23%
5 Communication Services 6.77%