MWM
MBE Wealth Management Portfolio holdings
AUM
$230M
1-Year Return
13.57%
This Quarter Return
+4.19%
1 Year Return
+13.57%
3 Year Return
+47.94%
5 Year Return
+69.08%
10 Year Return
–
AUM
$184M
AUM Growth
+$36.4M
(+25%)
Cap. Flow
+$30.1M
Cap. Flow
% of AUM
16.36%
Top 10 Holdings %
Top 10 Hldgs %
74.71%
Holding
64
New
8
Increased
23
Reduced
23
Closed
3
Top Buys
| 1 |
Aptus Defined Risk ETF
DRSK
|
$21.6M |
| 2 |
iShares MSCI USA Value Factor ETF
VLUE
|
$4.04M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$2.21M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.74M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.18M |
Top Sells
Sector Composition
| 1 | Healthcare | 1.5% |
| 2 | Technology | 1.22% |
| 3 | Materials | 0.64% |
| 4 | Utilities | 0.64% |
| 5 | Consumer Staples | 0.3% |
