MWML
TOTL icon

M Wealth Management LLC’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History

M Wealth Management LLC’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.8M Sell
269,259
-1,989
-0.7% -$79.8K 9.96% 3
2025
Q1 		$10.9M Sell
271,248
-9,602
-3% -$387K 10.18% 3
2024
Q4 		$11.1M Buy
+280,850
New +$11.1M 10.1% 3