MAM
MWA Asset Management Portfolio holdings
AUM
$163M
1-Year Est. Return
26.16%
1 Year Est. Return
+26.16%
AUM
$144M
AUM Growth
-$6.18M
(-4.1%)
Holding
129
Top Buys
| 1 | +$1.1M | |
| 2 | +$843K | |
| 3 | +$753K | |
| 4 |
Lam Research
LRCX
|
+$399K |
| 5 |
Oracle
ORCL
|
+$379K |
Top Sells
| 1 | +$1.04M | |
| 2 | +$656K | |
| 3 | +$575K | |
| 4 |
United Parcel Service
UPS
|
+$546K |
| 5 |
Airbnb
ABNB
|
+$424K |
Sector Composition
| 1 | Technology | 24.69% |
| 2 | Industrials | 17% |
| 3 | Financials | 10.01% |
| 4 | Consumer Discretionary | 8.08% |
| 5 | Communication Services | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
LendingTree
TREE
$807M
| – | – |
-14,829
|
|
||
|
127
United Parcel Service
UPS
$73.8B
| – | – |
-4,326
|
|
||
128
SPDR S&P Metals & Mining ETF
XME
$2.79B
| – | – |
-5,554
|
|