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
1
$4.46M 4.09%
+17,818
2
$4.03M 3.69%
+37,740
3
$3.97M 3.64%
+29,562
4
$3.7M 3.39%
+16,847
5
$3.33M 3.05%
+47,332
6
$3.32M 3.04%
+145,762
7
$3.27M 3%
+47,966
8
$3.27M 2.99%
+66,382
9
$3.15M 2.89%
+5,379
10
$3.13M 2.87%
+41,373
11
$3.13M 2.87%
+7,745
12
$3.03M 2.77%
+18,140
13
$2.8M 2.56%
+12,721
14
$2.8M 2.56%
+31,077
15
$2.69M 2.47%
+14,809
16
$2.53M 2.32%
+36,683
17
$2.51M 2.3%
+123,623
18
$2.41M 2.21%
+19,961
19
$2.34M 2.14%
+2,555
20
$2.31M 2.11%
+6,363
21
$2.26M 2.07%
+5,363
22
$2.19M 2%
+45,993
23
$2.14M 1.96%
+50,447
24
$2.12M 1.94%
+29,913
25
$2.11M 1.94%
+2,739
1
2 3