MWM

MFG Wealth Management Portfolio holdings

AUM $132M
1-Year Est. Return 44.72%
This Quarter Est. Return
1 Year Est. Return
+44.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.03M
3
+$3.97M
4
AMZN icon
Amazon
AMZN
+$3.7M
5
C icon
Citigroup
C
+$3.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.34%
2 Communication Services 10.03%
3 Healthcare 9.76%
4 Industrials 9.58%
5 Financials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 1.93%
+6,307
27
$2.05M 1.88%
+18,165
28
$2M 1.83%
+33,100
29
$1.88M 1.73%
+122,390
30
$1.85M 1.7%
+15,723
31
$1.74M 1.59%
+39,609
32
$1.72M 1.58%
+30,397
33
$1.68M 1.54%
+9,477
34
$1.66M 1.52%
+3,901
35
$1.65M 1.51%
+30,544
36
$1.57M 1.44%
+20,239
37
$1.53M 1.4%
+15,356
38
$1.51M 1.38%
+14,259
39
$1.38M 1.27%
+12,846
40
$1.34M 1.22%
+11,721
41
$1.24M 1.14%
+31,046
42
$1.18M 1.08%
+68,890
43
$1.12M 1.03%
+6,091
44
$1.1M 1.01%
+12,000
45
$1.07M 0.98%
+272,808
46
$1.04M 0.95%
+8,495
47
$1.03M 0.95%
+11,820
48
$986K 0.9%
+17,304
49
$974K 0.89%
+86,545
50
$320K 0.29%
+5,564
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