MWM

MOKAN Wealth Management Portfolio holdings

AUM $179M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.6M
3
+$9.72M
4
AVGO icon
Broadcom
AVGO
+$7.01M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$6.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.54%
2 Consumer Staples 9.93%
3 Healthcare 9.84%
4 Financials 9.38%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 1.07%
+7,257
27
$1.68M 1.07%
+11,020
28
$1.67M 1.06%
+9,863
29
$1.67M 1.06%
+27,941
30
$1.67M 1.06%
+9,945
31
$1.66M 1.05%
+4,878
32
$1.64M 1.05%
+13,429
33
$1.64M 1.04%
+8,389
34
$1.57M 1%
+9,262
35
$1.34M 0.85%
+6,844
36
$1.24M 0.79%
+3,914
37
$1.22M 0.77%
+2,312
38
$1.2M 0.76%
+1,169
39
$1.16M 0.74%
+8,265
40
$1.15M 0.73%
+8,550
41
$1.11M 0.71%
+3,151
42
$1.1M 0.7%
+33,542
43
$1.1M 0.7%
+4,323
44
$1.09M 0.69%
+9,829
45
$1.09M 0.69%
+3,024
46
$1.02M 0.65%
+5,382
47
$863K 0.55%
+6,768
48
$823K 0.52%
+1,527
49
$694K 0.44%
+5,996
50
$636K 0.4%
+10,741
1
2
3