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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
576
$0 ﹤0.01%
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577
$0 ﹤0.01%
+40
578
$0 ﹤0.01%
+27
579
$0 ﹤0.01%
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580
$0 ﹤0.01%
+10
581
$0 ﹤0.01%
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582
$0 ﹤0.01%
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583
$0 ﹤0.01%
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584
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585
$0 ﹤0.01%
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586
$0 ﹤0.01%
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587
$0 ﹤0.01%
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588
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589
$0 ﹤0.01%
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590
$0 ﹤0.01%
+4
591
$0 ﹤0.01%
+16
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