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
$172M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.03M
3
+$830K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$793K
5
RYSE icon
Vest 10 Year Interest Rate Hedge ETF
RYSE
+$662K

Top Sells

1
+$2.11M
2
+$1.38M
3
+$888K
4
JEMA icon
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
+$396K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$375K

Sector Composition

1 Financials 6.83%
2 Technology 6.7%
3 Healthcare 4.71%
4 Consumer Staples 1.95%
5 Communication Services 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21.5K 0.01%
12,800
102
– –
-727
103
– –
-12,720
1 2 3 4
5