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
51
$778K 0.44%
11,217
+940
52
$765K 0.43%
1,654
+83
53
$752K 0.42%
7,784
-10,779
54
$717K 0.4%
2,604
-4,671
55
$711K 0.4%
16,435
+1,405
56
$686K 0.38%
3,818
+454
57
$681K 0.38%
20,889
+2,713
58
$678K 0.38%
14,984
+1,750
59
$674K 0.38%
12,018
+1,544
60
$668K 0.37%
7,353
+942
61
$661K 0.37%
5,124
+619
62
$660K 0.37%
7,170
-569
63
$658K 0.37%
11,229
+727
64
$653K 0.36%
12,597
+2,619
65
$623K 0.35%
5,778
+293
66
$599K 0.34%
+29,278
67
$592K 0.33%
8,365
+22
68
$544K 0.3%
1,713
+77
69
$481K 0.27%
2,019
+8
70
$340K 0.19%
6,199
+41
71
$327K 0.18%
4,707
-18
72
$283K 0.16%
4,100
+29
73
$281K 0.16%
379
+9
74
$272K 0.15%
1,901
+69
75
$272K 0.15%
1,328
+101
1 2
3
4