MWA
MN Wealth Advisors Portfolio holdings
AUM
$172M
This Quarter Return
-1.31%
1 Year Return
+12.64%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
+$170M
(-4.2%)
Cap. Flow
-$3.94M
Cap. Flow
% of AUM
-2.32%
Top 10 Holdings %
Top 10 Hldgs %
47.88%
Holding
111
New
14
Increased
37
Reduced
48
Closed
8
Top Buys
| 1 |
FEGE
First Eagle Global Equity ETF
FEGE
|
$8.16M |
| 2 |
Avantis Emerging Markets Equity ETF
AVEM
|
$3.99M |
| 3 |
JPMorgan Chase
JPM
|
$3.53M |
| 4 |
Fidelity Blue Chip Growth ETF
FBCG
|
$2.8M |
| 5 |
JPMorgan Active Growth ETF
JGRO
|
$1.69M |
Top Sells
Sector Composition
| 1 | Technology | 6.07% |
| 2 | Healthcare | 5.03% |
| 3 | Financials | 4% |
| 4 | Consumer Staples | 3.52% |
| 5 | Communication Services | 1.52% |
