MWM

MBE Wealth Management Portfolio holdings

AUM $230M
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.83%
2 Utilities 1.37%
3 Healthcare 1.01%
4 Materials 0.98%
5 Consumer Staples 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$4K ﹤0.01%
+1,300
402
$4K ﹤0.01%
+127
403
$4K ﹤0.01%
+33
404
$4K ﹤0.01%
+323
405
$4K ﹤0.01%
+40
406
$4K ﹤0.01%
+259
407
$4K ﹤0.01%
+100
408
$4K ﹤0.01%
+49
409
$4K ﹤0.01%
+41
410
$4K ﹤0.01%
+300
411
$4K ﹤0.01%
+60
412
$4K ﹤0.01%
+289
413
$4K ﹤0.01%
+714
414
$3K ﹤0.01%
+86
415
$3K ﹤0.01%
+115
416
$3K ﹤0.01%
+96
417
$3K ﹤0.01%
+67
418
$3K ﹤0.01%
+18
419
$3K ﹤0.01%
+120
420
$3K ﹤0.01%
+323
421
$3K ﹤0.01%
+52
422
$3K ﹤0.01%
+149
423
$3K ﹤0.01%
+159
424
$3K ﹤0.01%
+90
425
$3K ﹤0.01%
+36