MWM

MOKAN Wealth Management Portfolio holdings

AUM $225M
1-Year Est. Return 13.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.37M
3
+$1.37M
4
AVY icon
Avery Dennison
AVY
+$1.31M
5
ACN icon
Accenture
ACN
+$1.26M

Top Sells

1
+$1.7M
2
+$1.64M
3
+$1.45M
4
DVN icon
Devon Energy
DVN
+$1.39M
5
BLK icon
Blackrock
BLK
+$1.29M

Sector Composition

1 Technology 15.84%
2 Healthcare 11.21%
3 Consumer Staples 9.94%
4 Consumer Discretionary 8.81%
5 Financials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.2%
19,352
+3,072
27
$2.13M 1.19%
9,140
+414
28
$2.11M 1.18%
12,735
+2,127
29
$2.09M 1.17%
15,826
+3,686
30
$2.04M 1.14%
11,559
+1,130
31
$2.01M 1.13%
6,471
+844
32
$1.72M 0.96%
8,419
+728
33
$1.51M 0.84%
9,494
+1,233
34
$1.45M 0.81%
9,779
+1,735
35
$1.45M 0.81%
4,072
+267
36
$1.44M 0.8%
12,566
+1,867
37
$1.42M 0.79%
2,526
+149
38
$1.41M 0.79%
5,718
+774
39
$1.38M 0.77%
+9,603
40
$1.37M 0.77%
+13,013
41
$1.37M 0.76%
+12,006
42
$1.32M 0.74%
3,714
+628
43
$1.31M 0.73%
+7,489
44
$1.3M 0.73%
8,929
+604
45
$1.26M 0.71%
+4,221
46
$1.24M 0.69%
7,933
+736
47
$1.22M 0.68%
2,149
+316
48
$1.14M 0.64%
6,470
+169
49
$962K 0.54%
7,219
+303
50
$868K 0.49%
5,942
-24
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