We are live on ! Find out more
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
551
$0 ﹤0.01%
+14
552
$0 ﹤0.01%
+16
553
$0 ﹤0.01%
+50
554
$0 ﹤0.01%
+10
555
$0 ﹤0.01%
+26
556
$0 ﹤0.01%
+73
557
$0 ﹤0.01%
+100
558
$0 ﹤0.01%
+7
559
$0 ﹤0.01%
+10
560
$0 ﹤0.01%
+6
561
$0 ﹤0.01%
+30
562
$0 ﹤0.01%
+9
563
$0 ﹤0.01%
+15
564
$0 ﹤0.01%
+36
565
$0 ﹤0.01%
+6
566
$0 ﹤0.01%
+40
567
$0 ﹤0.01%
+12
568
$0 ﹤0.01%
+1
569
$0 ﹤0.01%
+7
570
$0 ﹤0.01%
+3
571
$0 ﹤0.01%
+16
572
$0 ﹤0.01%
+14
573
$0 ﹤0.01%
+6
574
$0 ﹤0.01%
+14
575
$0 ﹤0.01%
+3
20 21 22
23
24