MWM

MFG Wealth Management Portfolio holdings

AUM $128M
1-Year Est. Return 36.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.72%
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 +$4.2M
2 +$4.13M
3 +$4.07M
4
URTY icon
ProShares UltraPro Russell2000
URTY
+$3.71M
5
CARR icon
Carrier Global
CARR
+$3.62M

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
51
$227K 0.21%
+5,244
52
$206K 0.19%
+1,774