MWML
MAIMON WEALTH MANAGEMENT LTD. Portfolio holdings
AUM
$114M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$114M
AUM Growth
+$6.35M
(+5.9%)
Holding
78
Top Buys
| 1 | +$1.04M | |
| 2 | +$789K | |
| 3 | +$612K | |
| 4 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$594K |
| 5 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$538K |
Top Sells
| 1 | +$442K | |
| 2 | +$426K | |
| 3 | +$343K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$210K |
| 5 |
Procter & Gamble
PG
|
+$22K |
Sector Composition
| 1 | Technology | 5.62% |
| 2 | Healthcare | 4.56% |
| 3 | Consumer Staples | 4.55% |
| 4 | Industrials | 1.69% |
| 5 | Financials | 1.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
BlackRock Limited Duration Income Trust
BLW
$500M
| $122K | 0.11% |
10,000
|
|
||
|
PCN
77
PIMCO Corporate & Income Strategy Fund
PCN
$891M
| $115K | 0.1% |
10,000
|
|
||
|
78
iShares Core US Aggregate Bond ETF
AGG
$135B
| – | – |
-2,100
|
|