MWM
Meadowbrook Wealth Management Portfolio holdings
AUM
$75.5M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$75.5M
AUM Growth
-$12.2M
(-14%)
Holding
78
Top Buys
| 1 | +$1.55M | |
| 2 | +$1.25M | |
| 3 | +$1.25M | |
| 4 |
Corning
GLW
|
+$738K |
| 5 |
Netflix
NFLX
|
+$665K |
Top Sells
| 1 | +$1.81M | |
| 2 | +$1.31M | |
| 3 | +$1.05M | |
| 4 |
NVIDIA
NVDA
|
+$1.03M |
| 5 |
Amazon
AMZN
|
+$806K |
Sector Composition
| 1 | Technology | 28.66% |
| 2 | Consumer Discretionary | 14.64% |
| 3 | Communication Services | 13.66% |
| 4 | Healthcare | 9.53% |
| 5 | Financials | 9.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Direxion Daily NVDA Bull 2X ETF
NVDU
$589M
| – | – |
-8,907
|
|
||
77
PIMCO Dynamic Income Fund
PDI
$7.72B
| – | – |
-38,955
|
|