MWM

MOKAN Wealth Management Portfolio holdings

AUM $226M
1-Year Est. Return 15.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.07M
3
+$1.33M
4
GWW icon
W.W. Grainger
GWW
+$1.32M
5
AOS icon
A.O. Smith
AOS
+$1.26M

Top Sells

1
+$2.38M
2
+$1.42M
3
+$1.37M
4
PPG icon
PPG Industries
PPG
+$1.37M
5
COP icon
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
– –
-2,526
102
– –
-1,654
103
– –
-11,217
1 2 3 4
5