MWM
MGB Wealth Management Portfolio holdings
AUM
$354M
1-Year Est. Return
95.27%
1 Year Est. Return
+95.27%
AUM
$267M
AUM Growth
+$21.2M
(+8.6%)
Holding
281
Top Buys
| 1 | +$1.17M | |
| 2 | +$430K | |
| 3 | +$394K | |
| 4 |
SPDR Gold Trust
GLD
|
+$374K |
| 5 |
iShares Silver Trust
SLV
|
+$346K |
Top Sells
| 1 | +$1.06M | |
| 2 | +$1.02M | |
| 3 | +$569K | |
| 4 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
+$408K |
| 5 |
Molina Healthcare
MOH
|
+$347K |
Sector Composition
| 1 | Technology | 16.43% |
| 2 | Communication Services | 12.58% |
| 3 | Financials | 7.14% |
| 4 | Energy | 6.51% |
| 5 | Healthcare | 4.4% |