MWA
MN Wealth Advisors Portfolio holdings
AUM
$172M
This Quarter Return
+7.45%
1 Year Return
+12.64%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(+11%)
Cap. Flow
+$7.61M
Cap. Flow
% of AUM
4.71%
Top 10 Holdings %
Top 10 Hldgs %
53.34%
Holding
94
New
7
Increased
36
Reduced
38
Closed
4
Top Buys
| 1 |
JPMorgan Global Select Equity ETF
JGLO
|
$4.49M |
| 2 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
$3.38M |
| 3 |
JPMorgan Chase
JPM
|
$2.26M |
| 4 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
$1.64M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.36M |
Top Sells
Sector Composition
| 1 | Financials | 7.22% |
| 2 | Technology | 5.65% |
| 3 | Healthcare | 4.72% |
| 4 | Consumer Staples | 1.94% |
| 5 | Communication Services | 1.62% |
