MWM
Meadowbrook Wealth Management Portfolio holdings
AUM
$87.6M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$87.6M
AUM Growth
-$8.57M
(-8.9%)
Holding
88
Top Buys
| 1 | +$2.01M | |
| 2 | +$1.32M | |
| 3 | +$1.15M | |
| 4 |
Citigroup
C
|
+$658K |
| 5 |
Robinhood
HOOD
|
+$642K |
Top Sells
| 1 | +$1.28M | |
| 2 | +$1.1M | |
| 3 | +$1M | |
| 4 |
Oracle
ORCL
|
+$854K |
| 5 |
Tesla
TSLA
|
+$809K |
Sector Composition
| 1 | Technology | 26.42% |
| 2 | Consumer Discretionary | 14.71% |
| 3 | Healthcare | 13.6% |
| 4 | Communication Services | 13.31% |
| 5 | Financials | 11.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Bitcoin Trust
IBIT
$55.1B
| – | – |
-4,850
|
|
||
77
Morgan Stanley
MS
$256B
| – | – |
-1,492
|
|
||
|
78
Oracle
ORCL
$430B
| – | – |
-3,037
|
|
||
79
Allstate
ALL
$53.4B
| – | – |
-1,550
|
|