MWM

MGB Wealth Management Portfolio holdings

AUM $304M
1-Year Est. Return 74.08%
This Quarter Est. Return
1 Year Est. Return
+74.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$10.7M
3 +$6.9M
4
AAPL icon
Apple
AAPL
+$6.13M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.12%
2 Financials 8.16%
3 Energy 7.54%
4 Healthcare 5.3%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$37.5K 0.02%
+210
227
$34.3K 0.02%
+1,000
228
$27.8K 0.01%
+600
229
$26.5K 0.01%
+685
230
$26.1K 0.01%
+485
231
$25.3K 0.01%
+500
232
$24.4K 0.01%
+237
233
$22.3K 0.01%
+500
234
$21.2K 0.01%
+420
235
$21K 0.01%
+500
236
$19.2K 0.01%
+230
237
$16.6K 0.01%
+300
238
$15.8K 0.01%
+219
239
$15.8K 0.01%
+250
240
$15.3K 0.01%
+300
241
$13.6K 0.01%
+185
242
$12.7K 0.01%
+216
243
$12.5K 0.01%
+373
244
$10.7K 0.01%
+50
245
$10.4K 0.01%
+175
246
$8.72K ﹤0.01%
+550
247
$6.7K ﹤0.01%
+114
248
$6.13K ﹤0.01%
+25
249
$4.74K ﹤0.01%
+93
250
$4.67K ﹤0.01%
+150