MWM
MGB Wealth Management Portfolio holdings
AUM
$304M
1-Year Return
74.08%
This Quarter Return
+13.15%
1 Year Return
+74.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$274M
AUM Growth
+$6.53M
(+2.4%)
Cap. Flow
-$13M
Cap. Flow
% of AUM
-4.75%
Top 10 Holdings %
Top 10 Hldgs %
39.5%
Holding
290
New
13
Increased
49
Reduced
78
Closed
16
Top Buys
Top Sells
| 1 |
Applovin
APP
|
$2.25M |
| 2 |
Chubb
CB
|
$1.06M |
| 3 |
Microsoft
MSFT
|
$788K |
| 4 |
Invesco QQQ Trust
QQQ
|
$730K |
| 5 |
Monolithic Power Systems
MPWR
|
$688K |
Sector Composition
| 1 | Communication Services | 17.06% |
| 2 | Technology | 14.79% |
| 3 | Financials | 6.82% |
| 4 | Energy | 5.62% |
| 5 | Healthcare | 4.46% |
