MWA

MN Wealth Advisors Portfolio holdings

AUM $187M
1-Year Est. Return 15.06%
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$13.2M
3
+$9.09M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$7.68M
5
JPM icon
JPMorgan Chase
JPM
+$6.01M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.61%
2 Technology 5.6%
3 Healthcare 4.72%
4 Consumer Staples 2%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$262K 0.18%
+1,359
77
$253K 0.17%
+1,017
78
$245K 0.17%
+1,558
79
$241K 0.17%
+2,772
80
$240K 0.17%
+29,118
81
$224K 0.15%
+8,850
82
$224K 0.15%
+422
83
$203K 0.14%
+2,252
84
$41.1K 0.03%
+813
85
$24.8K 0.02%
+12,800
1 2 3
4