MWM
MGB Wealth Management Portfolio holdings
AUM
$354M
1-Year Est. Return
95.27%
1 Year Est. Return
+95.27%
AUM
$354M
AUM Growth
+$50.5M
(+17%)
Holding
328
Top Buys
| 1 | +$2.34M | |
| 2 | +$1.58M | |
| 3 | +$1.06M | |
| 4 |
ETH
Grayscale Ethereum Mini Trust ETF
ETH
|
+$804K |
| 5 |
VanEck Uranium + Nuclear Energy ETF
NLR
|
+$768K |
Top Sells
| 1 | +$5.45M | |
| 2 | +$1.28M | |
| 3 | +$904K | |
| 4 |
Texas Roadhouse
TXRH
|
+$852K |
| 5 |
Business First Bancshares
BFST
|
+$807K |
Sector Composition
| 1 | Communication Services | 20.71% |
| 2 | Technology | 13.89% |
| 3 | Financials | 7.42% |
| 4 | Energy | 3.54% |
| 5 | Healthcare | 3.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Fortinet
FTNT
$61.7B
| – | – |
-4,290
|
|
||
327
Nuveen Core Equity Alpha Fund
JCE
$271M
| – | – |
-11,442
|
|
||
328
Global X S&P 500 Covered Call ETF
XYLD
$3.05B
| – | – |
-659
|
|