MWA
MN Wealth Advisors Portfolio holdings
AUM
$172M
This Quarter Return
+9.53%
1 Year Return
+12.64%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.08%
Holding
87
New
87
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
$21.6M |
| 2 |
JPMorgan BetaBuilders International Equity ETF
BBIN
|
$13.2M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$9.09M |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
$7.68M |
| 5 |
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% |
