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MWM

MOKAN Wealth Management Portfolio holdings

AUM $226M
1-Year Est. Return 15.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$499K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$3.43M
3
+$3.09M
4
DE icon
Deere & Co
DE
+$2.7M
5
GE icon
GE Aerospace
GE
+$2.67M

Top Sells

1
+$13M
2
+$8.91M
3
+$1.75M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.47M
5
AVY icon
Avery Dennison
AVY
+$1.37M

Sector Composition

1 Technology 19.78%
2 Healthcare 9.86%
3 Financials 9.12%
4 Consumer Staples 8.64%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GILD icon
51
Gilead Sciences
GILD
$154B
$763K 0.34%
5,479
-357
YUM icon
52
Yum! Brands
YUM
$41.9B
$742K 0.33%
4,774
-4,537
VZ icon
53
Verizon
VZ
$189B
$740K 0.33%
14,739
-1,522
PAYX icon
54
Paychex
PAYX
$35.2B
$730K 0.32%
7,918
-4,328
AON icon
55
Aon
AON
$67.9B
$711K 0.31%
2,202
-1,698
TROW icon
56
T. Rowe Price
TROW
$23.1B
$706K 0.31%
7,835
+1,353
MCO icon
57
Moody's
MCO
$78.7B
$703K 0.31%
1,612
-1,157
FOXA icon
58
Fox Class A
FOXA
$21.9B
$697K 0.31%
11,938
+2,785
HIMS icon
59
Hims & Hers Health
HIMS
$8.21B
$693K 0.31%
33,396
+26,908
FDS icon
60
Factset
FDS
$8.06B
$693K 0.31%
+3,190
CRH icon
61
CRH
CRH
$74.3B
$693K 0.31%
6,588
+1,659
CTSH icon
62
Cognizant
CTSH
$20.7B
$678K 0.3%
11,053
-5,640
MO icon
63
Altria Group
MO
$115B
$672K 0.3%
10,191
-435
UTHR icon
64
United Therapeutics
UTHR
$22.8B
$670K 0.3%
1,131
+583
JKHY icon
65
Jack Henry & Associates
JKHY
$8.97B
$668K 0.3%
4,223
-3,220
ADP icon
66
Automatic Data Processing
ADP
$87.3B
$663K 0.29%
3,264
-1,813
ZTS icon
67
Zoetis
ZTS
$33B
$658K 0.29%
5,560
-5,022
TSLA icon
68
Tesla
TSLA
$1.5T
$656K 0.29%
1,766
-4
ACLS icon
69
Axcelis
ACLS
$5.76B
$651K 0.29%
6,995
+3,569
MRSH
70
Marsh
MRSH
$78.2B
$651K 0.29%
+3,752
KHC icon
71
Kraft Heinz
KHC
$27.1B
$648K 0.29%
28,834
+3,837
CMCSA icon
72
Comcast
CMCSA
$80.1B
$640K 0.28%
22,310
-249
FLEX icon
73
Flex
FLEX
$54.1B
$640K 0.28%
9,777
+4,756
ZM icon
74
Zoom
ZM
$25.3B
$638K 0.28%
7,929
+4,709
VGT icon
75
Vanguard Information Technology ETF
VGT
$146B
$635K 0.28%
7,280
-140,904
1 2
3
4 5