MW

Members Wealth Portfolio holdings

AUM $133M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.42%
2 Healthcare 2.59%
3 Consumer Discretionary 2.5%
4 Communication Services 2.22%
5 Industrials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$210K 0.14%
+818
102
$205K 0.14%
+1,847
103
$204K 0.14%
+674
104
$203K 0.14%
+1,027
105
$201K 0.13%
+1,490
106
$201K 0.13%
+10,800
107
$201K 0.13%
+1,350
108
$32.9K 0.02%
+12,000