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
201
$23K 0.02%
+671
202
$22K 0.02%
+524
203
$22K 0.02%
+551
204
$22K 0.02%
+136
205
$22K 0.02%
+318
206
$21K 0.02%
+229
207
$21K 0.02%
+1,071
208
$21K 0.02%
+50
209
$21K 0.02%
+780
210
$21K 0.02%
+70
211
$21K 0.02%
+891
212
$21K 0.02%
+820
213
$21K 0.02%
+714
214
$21K 0.02%
+185
215
$21K 0.02%
+396
216
$20K 0.02%
+435
217
$20K 0.02%
+396
218
$20K 0.02%
+804
219
$20K 0.02%
+477
220
$20K 0.02%
+745
221
$20K 0.02%
+162
222
$20K 0.02%
+1,226
223
$20K 0.02%
+303
224
$20K 0.02%
+468
225
$20K 0.02%
+171