MWM
MFG Wealth Management Portfolio holdings
AUM
$132M
1-Year Est. Return
44.72%
1 Year Est. Return
+44.72%
AUM
$119M
AUM Growth
+$14M
(+13%)
Holding
67
Top Buys
| 1 | +$3.27M | |
| 2 | +$2.58M | |
| 3 | +$2.1M | |
| 4 |
KeyCorp
KEY
|
+$1.89M |
| 5 |
NuScale Power
SMR
|
+$1.83M |
Top Sells
| 1 | +$2.17M | |
| 2 | +$2M | |
| 3 | +$1.86M | |
| 4 |
AT&T
T
|
+$1.63M |
| 5 |
Salesforce
CRM
|
+$1.56M |
Sector Composition
| 1 | Technology | 25.28% |
| 2 | Industrials | 16.25% |
| 3 | Financials | 13.19% |
| 4 | Communication Services | 5.44% |
| 5 | Consumer Discretionary | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
JPMorgan Equity Premium Income ETF
JEPI
$41.5B
| $274K | 0.23% |
4,820
-1,134
|
|
||
52
Aaon
AAON
$8.23B
| – | – |
-9,992
|
|
||
53
AbbVie
ABBV
$410B
| – | – |
-9,550
|
|
||
54
Caterpillar
CAT
$249B
| – | – |
-6,589
|
|
||
55
Cleveland-Cliffs
CLF
$8B
| – | – |
-95,586
|
|
||
|
56
Salesforce
CRM
$242B
| – | – |
-5,816
|
|
||
57
Deere & Co
DE
$125B
| – | – |
-2,864
|
|
||
58
DexCom
DXCM
$26.8B
| – | – |
-27,226
|
|
||
59
Alphabet (Google) Class C
GOOG
$3.11T
| – | – |
-6,462
|
|
||
60
3M
MMM
$82.4B
| – | – |
-7,213
|
|
||
61
Occidental Petroleum
OXY
$40.4B
| – | – |
-28,452
|
|
||
62
Pool Corp
POOL
$11B
| – | – |
-2,894
|
|
||
63
T-Mobile US
TMUS
$259B
| – | – |
-5,646
|
|
||
64
UnitedHealth
UNH
$330B
| – | – |
-2,237
|
|
||
65
Valero Energy
VLO
$49.8B
| – | – |
-8,505
|
|
||
66
Financial Select Sector SPDR Fund
XLF
$54.3B
| – | – |
-4,017
|
|
||
67
Zillow
ZG
$17.3B
| – | – |
-16,608
|
|