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
$119M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.44M
3
+$1.68M
4
FLR icon
Fluor
FLR
+$1.64M
5
GLW icon
Corning
GLW
+$1.55M

Top Sells

1
+$2.17M
2
+$2M
3
+$1.86M
4
CRM icon
Salesforce
CRM
+$1.56M
5
T icon
AT&T
T
+$1.55M

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
$274K 0.23%
4,820
-1,134
52
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-4,017
53
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-16,608
54
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-9,992
55
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-9,550
56
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-6,589
57
– –
-95,586
58
– –
-5,816
59
– –
-2,864
60
– –
-27,226
61
– –
-6,462
62
– –
-7,213
63
– –
-28,452
64
– –
-2,894
65
– –
-5,646
66
– –
-2,237
67
– –
-8,505
1 2
3