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MWM
MOKAN Wealth Management Portfolio holdings
AUM
$226M
1-Year Est. Return
15.11%
This Fund
S&P 500
1 Year Est. Return
+15.11%
AUM
$226M
AUM Growth
+$499K
(+0.22%)
Holding
115
Top Buys
| 1 | +$4.14M | |
| 2 | +$3.43M | |
| 3 | +$3.09M | |
| 4 |
Deere & Co
DE
|
+$2.7M |
| 5 |
GE Aerospace
GE
|
+$2.67M |
Top Sells
| 1 | +$13M | |
| 2 | +$8.91M | |
| 3 | +$1.75M | |
| 4 |
Johnson & Johnson
JNJ
|
+$1.47M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Chevron
CVX
$346B
| $423K | 0.19% |
2,043
+54
|
|
||
102
T-Mobile US
TMUS
$197B
| $409K | 0.18% |
1,949
-284
|
|
||
103
Vanguard Total Stock Market ETF
VTI
$656B
| $389K | 0.17% |
1,214
+16
|
|
||
104
Dycom Industries
DY
$13.7B
| $375K | 0.17% |
1,109
+54
|
|
||
105
Lowe's Companies
LOW
$125B
| $252K | 0.11% |
1,065
-173
|
|
||
106
Boeing
BA
$176B
| $235K | 0.1% |
1,182
|
|
||
107
UnitedHealth
UNH
$364B
| $213K | 0.09% |
785
-92
|
|
||
108
Schwab International Equity ETF
SCHF
$67.4B
| $211K | 0.09% |
8,521
|
|
||
109
H&R Block
HRB
$4.36B
| $202K | 0.09% |
6,351
+60
|
|
||
110
Amcor
AMCR
$19B
| – | – |
-2,039
|
|
||
111
US Bancorp
USB
$90.6B
| – | – |
-12,213
|
|
||
112
Charter Communications
CHTR
$15.5B
| – | – |
-1,291
|
|
||
113
W.W. Grainger
GWW
$64.5B
| – | – |
-1,355
|
|
||
114
Palo Alto Networks
PANW
$235B
| – | – |
-1,939
|
|
||
115
Pinterest
PINS
$11.4B
| – | – |
-8,955
|
|