MWML
M Wealth Management LLC Portfolio holdings
AUM
$108M
This Quarter Return
-1.09%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
79.6%
Holding
44
New
44
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.9% |
| 2 | Consumer Discretionary | 0.52% |
