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MWM

MBE Wealth Management Portfolio holdings

AUM $241M
1-Year Est. Return 17.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.43%
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

Top Buys

1
+$4.47M
2
+$2.14M
3
+$2.09M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.48M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.27M

Top Sells

1
+$843K
2
+$498K
3
+$283K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$260K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$225K

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
451
$2K ﹤0.01%
+45
452
$2K ﹤0.01%
+83
453
$2K ﹤0.01%
+66
454
$2K ﹤0.01%
+18
455
$2K ﹤0.01%
+310
456
$2K ﹤0.01%
+54
457
$2K ﹤0.01%
+72
458
$2K ﹤0.01%
+70
459
$2K ﹤0.01%
+45
460
$2K ﹤0.01%
+76
461
$2K ﹤0.01%
+35
462
$2K ﹤0.01%
+90
463
$2K ﹤0.01%
+112
464
$2K ﹤0.01%
+250
465
$2K ﹤0.01%
+17
466
$2K ﹤0.01%
+24
467
$2K ﹤0.01%
+62
468
$2K ﹤0.01%
+100
469
$2K ﹤0.01%
+94
470
$2K ﹤0.01%
+148
471
$2K ﹤0.01%
+24
472
$2K ﹤0.01%
+30
473
$2K ﹤0.01%
+94
474
$2K ﹤0.01%
+60
475
$2K ﹤0.01%
+254
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