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
51
$624K 0.4%
+1,545
52
$598K 0.38%
+4,558
53
$589K 0.37%
+14,729
54
$584K 0.37%
+9,163
55
$573K 0.36%
+5,063
56
$570K 0.36%
+11,733
57
$555K 0.35%
+5,156
58
$549K 0.35%
+6,435
59
$545K 0.35%
+3,609
60
$542K 0.34%
+18,545
61
$541K 0.34%
+5,950
62
$538K 0.34%
+10,290
63
$538K 0.34%
+4,385
64
$536K 0.34%
+8,608
65
$525K 0.33%
+13,997
66
$424K 0.27%
+8,585
67
$412K 0.26%
+5,748
68
$370K 0.24%
+7,008
69
$268K 0.17%
+1,852
70
$239K 0.15%
+4,058
71
$224K 0.14%
+905
72
$222K 0.14%
+1,257
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