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
$178M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$1.06M
3 +$880K
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$614K
5
HD icon
Home Depot
HD
+$444K

Top Sells

1 +$5.08M
2 +$974K
3 +$816K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$602K
5
TMO icon
Thermo Fisher Scientific
TMO
+$460K

Sector Composition

1 Technology 3.27%
2 Healthcare 1.48%
3 Consumer Staples 1.25%
4 Consumer Discretionary 1.05%
5 Utilities 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$39.6K 0.02%
20,222
+105
102
$1.01K ﹤0.01%
39,000
103
-10,404
104
-17,209
105
-16,057