MWM
M3 Wealth Management Portfolio holdings
AUM
$130M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$123M
AUM Growth
–
Holding
31
Top Buys
| 1 | +$10.5M | |
| 2 | +$10.5M | |
| 3 | +$10M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$6.11M |
| 5 |
Tesla
TSLA
|
+$4.59M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 13.02% |
| 2 | Healthcare | 9.28% |
| 3 | Consumer Discretionary | 9.19% |
| 4 | Technology | 8.18% |
| 5 | Communication Services | 7.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Realty Income
O
$57.6B
| $2.37M | 1.93% |
+42,064
|
|
||
27
NextEra Energy
NEE
$195B
| $2.35M | 1.92% |
+29,318
|
|
||
28
Palo Alto Networks
PANW
$159B
| $2.33M | 1.9% |
+12,631
|
|
||
29
PepsiCo
PEP
$214B
| $2.22M | 1.81% |
+15,483
|
|
||
30
Eaton
ETN
$155B
| $2.07M | 1.69% |
+6,512
|
|
||
31
Parker-Hannifin
PH
$112B
| $728K | 0.59% |
+828
|
|