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
501
$1K ﹤0.01%
+353
502
$1K ﹤0.01%
+43
503
$1K ﹤0.01%
+20
504
$1K ﹤0.01%
+23
505
$1K ﹤0.01%
+300
506
$1K ﹤0.01%
+50
507
$1K ﹤0.01%
+15
508
$1K ﹤0.01%
+10
509
$1K ﹤0.01%
+45
510
$1K ﹤0.01%
+6
511
$1K ﹤0.01%
+10
512
$1K ﹤0.01%
+48
513
$1K ﹤0.01%
+188
514
$1K ﹤0.01%
+101
515
$1K ﹤0.01%
+23
516
$1K ﹤0.01%
+11
517
$1K ﹤0.01%
+50
518
$1K ﹤0.01%
+12
519
$1K ﹤0.01%
+50
520
$1K ﹤0.01%
+50
521
$1K ﹤0.01%
+12
522
$1K ﹤0.01%
+19
523
$1K ﹤0.01%
+75
524
$1K ﹤0.01%
+12
525
$1K ﹤0.01%
+13