MWM
Magnolia Wealth Management Portfolio holdings
AUM
$139M
This Quarter Return
+4.51%
1 Year Return
+3.82%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$97.7M
AUM Growth
–
Cap. Flow
+$97.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
99.17%
Holding
13
New
13
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$27.6M |
| 2 |
Vanguard Total Bond Market
BND
|
$23.8M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$9.3M |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$8.79M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$6.31M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.55% |
| 2 | Healthcare | 0.28% |
