MWM

MFG Wealth Management Portfolio holdings

AUM $121M
1-Year Est. Return 45.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.98M
3
+$2.38M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.33M
5
SCHQ icon
Schwab Long-Term US Treasury ETF
SCHQ
+$2.23M

Top Sells

1
+$2.74M
2
+$2.1M
3
+$2.05M
4
CCI icon
Crown Castle
CCI
+$1.81M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.74M

Sector Composition

1 Technology 20.53%
2 Financials 11.35%
3 Industrials 10.16%
4 Communication Services 7.83%
5 Healthcare 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1.72%
+70,514
27
$2.26M 1.71%
+6,552
28
$2.11M 1.59%
25,668
-7,413
29
$2.1M 1.58%
47,699
+41,134
30
$2.1M 1.58%
4,717
-3,924
31
$2.06M 1.56%
6,855
-5,180
32
$1.99M 1.5%
9,212
-5,766
33
$1.99M 1.5%
+72,768
34
$1.93M 1.46%
32,402
-3,255
35
$1.9M 1.43%
5,560
-3,301
36
$1.89M 1.43%
24,093
-12,897
37
$1.84M 1.39%
8,315
-1,464
38
$1.8M 1.36%
16,922
-1,150
39
$1.77M 1.34%
92,581
-34,965
40
$1.76M 1.33%
34,843
-14,747
41
$1.75M 1.32%
61,870
-306
42
$1.74M 1.32%
+54,623
43
$1.58M 1.19%
11,314
-619
44
$1.57M 1.18%
4,967
-1,033
45
$1.5M 1.13%
12,530
-190
46
$1.49M 1.13%
+20,063
47
$1.49M 1.12%
+6,431
48
$1.48M 1.12%
+8,292
49
$1.44M 1.09%
27,948
-11,989
50
$1.42M 1.08%
+56,650
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