Asset Manager
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MWG Management Ltd.
Market Value
$48M
-22.2%
Holdings
2
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BEAM | 92.54% | 91.48% | +1.06% | $44M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| PRME | 7.46% | 8.52% | -1.06% | $4M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mid Cap | 1 | $44M | 92.5% |
| Small Cap | 1 | $4M | 7.5% |
Portfolio Analytics
Avg Market Cap
$1.7B
Median Market Cap
$1.7B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
2.31
# Stocks
2
# ETFs / Funds
0