MWM
MBE Wealth Management Portfolio holdings
AUM
$230M
1-Year Est. Return
13.57%
1 Year Est. Return
+13.57%
AUM
$209M
AUM Growth
+$31.5M
(+18%)
Holding
129
Top Buys
| 1 | +$6.91M | |
| 2 | +$5.15M | |
| 3 | +$5.1M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$3.71M |
| 5 |
Opus Small Cap Value ETF
OSCV
|
+$3.55M |
Top Sells
| 1 | +$9.12M | |
| 2 | +$3.82M | |
| 3 | +$2.68M | |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.35M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$928K |
Sector Composition
| 1 | Technology | 3.08% |
| 2 | Healthcare | 1.73% |
| 3 | Consumer Staples | 1.4% |
| 4 | Financials | 1.39% |
| 5 | Utilities | 0.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Tesla
TSLA
$1.46T
| – | – |
-730
|
|
||
127
Vanguard ESG International Stock ETF
VSGX
$5.23B
| – | – |
-6,360
|
|
||
128
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| – | – |
-6,980
|
|
||
129
Advanced Micro Devices
AMD
$378B
| – | – |
-2,153
|
|