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
576
$0 ﹤0.01%
+57
577
$0 ﹤0.01%
+10
578
$0 ﹤0.01%
+2
579
$0 ﹤0.01%
+5
580
$0 ﹤0.01%
+140
581
$0 ﹤0.01%
+19
582
$0 ﹤0.01%
+100
583
$0 ﹤0.01%
+74
584
$0 ﹤0.01%
+40
585
$0 ﹤0.01%
+1
586
$0 ﹤0.01%
+5
587
$0 ﹤0.01%
+14
588
$0 ﹤0.01%
+6
589
$0 ﹤0.01%
+100
590
$0 ﹤0.01%
+29
591
$0 ﹤0.01%
+7