MWM
MOKAN Wealth Management Portfolio holdings
AUM
$179M
1 Year Est. Return
–
AUM
$179M
AUM Growth
+$13M
(+7.8%)
Holding
85
Top Buys
| 1 | +$1.38M | |
| 2 | +$1.37M | |
| 3 | +$1.37M | |
| 4 |
Avery Dennison
AVY
|
+$1.31M |
| 5 |
Accenture
ACN
|
+$1.26M |
Top Sells
| 1 | +$1.7M | |
| 2 | +$1.64M | |
| 3 | +$1.45M | |
| 4 |
Devon Energy
DVN
|
+$1.39M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
CRH
CRH
$78.7B
| $255K | 0.14% |
2,781
-5,219
|
|
||
77
Lowe's Companies
LOW
$137B
| $243K | 0.14% |
1,094
+175
|
|
||
78
Boeing
BA
$161B
| $242K | 0.14% |
+1,157
|
|
||
79
Philip Morris
PM
$246B
| $225K | 0.13% |
+1,237
|
|
||
80
Jabil
JBL
$22.4B
| $219K | 0.12% |
+1,005
|
|
||
81
Dycom Industries
DY
$8.47B
| $214K | 0.12% |
+876
|
|
||
82
Flex
FLEX
$23.2B
| $201K | 0.11% |
+4,031
|
|
||
|
83
Devon Energy
DVN
$20.1B
| – | – |
-37,247
|
|
||
84
Mondelez International
MDLZ
$80.8B
| – | – |
-10,086
|
|
||
|
85
Blackrock
BLK
$180B
| – | – |
-1,365
|
|