MWM
MOKAN Wealth Management Portfolio holdings
AUM
$225M
1-Year Est. Return
13.44%
This Fund
S&P 500
1 Year Est. Return
+13.44%
AUM
$199M
AUM Growth
+$19.9M
(+11%)
Holding
103
Top Buys
| 1 | +$2.78M | |
| 2 | +$2.07M | |
| 3 | +$1.33M | |
| 4 |
W.W. Grainger
GWW
|
+$1.32M |
| 5 |
A.O. Smith
AOS
|
+$1.26M |
Top Sells
| 1 | +$2.38M | |
| 2 | +$1.42M | |
| 3 | +$1.37M | |
| 4 |
PPG Industries
PPG
|
+$1.37M |
| 5 |
ConocoPhillips
COP
|
+$1.16M |
Sector Composition
| 1 | Technology | 16.23% |
| 2 | Consumer Staples | 10.33% |
| 3 | Healthcare | 9.16% |
| 4 | Financials | 9.09% |
| 5 | Consumer Discretionary | 8.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Lockheed Martin
LMT
$147B
| – | – |
-1,654
|
|
||
102
Mastercard
MA
$436B
| – | – |
-2,526
|
|
||
|
103
PPG Industries
PPG
$21.7B
| – | – |
-12,006
|
|