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MWA
MN Wealth Advisors Portfolio holdings
AUM
$205M
1-Year Est. Return
17.1%
This Fund
S&P 500
1 Year Est. Return
+17.1%
AUM
$205M
AUM Growth
+$7.57M
(+3.8%)
Holding
134
Top Buys
| 1 | +$7.58M | |
| 2 | +$3.83M | |
| 3 | +$3.81M | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$1.24M |
| 5 |
VSNT
Versant Media Group
VSNT
|
+$1.23M |
Top Sells
| 1 | +$7.22M | |
| 2 | +$1.22M | |
| 3 | +$1.11M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$892K |
| 5 |
JPMorgan BetaBuilders International Equity ETF
BBIN
|
+$592K |
Sector Composition
| 1 | Technology | 9.79% |
| 2 | Financials | 3.54% |
| 3 | Healthcare | 3.46% |
| 4 | Communication Services | 3.2% |
| 5 | Consumer Discretionary | 2.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Intuit
INTU
$75.6B
| – | – |
-513
|
|
||
127
MongoDB
MDB
$28.6B
| – | – |
-581
|
|
||
128
Micron Technology
MU
$1.11T
| – | – |
-901
|
|
||
129
Nu Holdings
NU
$58.5B
| – | – |
-11,363
|
|
||
130
Tandem Diabetes Care
TNDM
$1.09B
| – | – |
-13,770
|
|
||
131
Uber
UBER
$141B
| – | – |
-2,526
|
|
||
132
Vanguard FTSE Developed Markets ETF
VEA
$230B
| – | – |
-3,711
|
|
||
133
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
| – | – |
-18,711
|
|
||
134
Array Technologies
ARRY
$1.13B
| – | – |
-12,094
|
|