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
$178M
AUM Growth
+$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$4.44M
2 +$1.25M
3 +$1.1M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.09M
5
JAVA icon
JPMorgan Active Value ETF
JAVA
+$1.07M

Sector Composition

1 Technology 6.88%
2 Healthcare 5.11%
3 Consumer Staples 2.8%
4 Financials 1.67%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-16,544
102
-524
103
-1,232