MWM

MBE Wealth Management Portfolio holdings

AUM $239M
1-Year Est. Return 15.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Sells

1 +$1.85M
2 +$182K
3 +$131K
4
HD icon
Home Depot
HD
+$107K
5
DUBS icon
Aptus Large Cap Enhanced Yield ETF
DUBS
+$102K

Sector Composition

1 Technology 4.21%
2 Healthcare 1.45%
3 Financials 1.37%
4 Consumer Staples 1.26%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$219K 0.1%
2,686
127
$218K 0.09%
699
+31
128
$217K 0.09%
10,149
129
$214K 0.09%
4,922
-4
130
$211K 0.09%
917
+2
131
$209K 0.09%
+233
132
$201K 0.09%
+5,134
133
$48.4K 0.02%
10,904
134
$29.9K 0.01%
20,464
+126
135
$231 ﹤0.01%
14,000
136
-10,352