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MWM

Maimon Wealth Management Portfolio holdings

AUM $114M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$6.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$789K
3
+$612K
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$594K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$538K

Top Sells

1
+$442K
2
+$426K
3
+$343K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$210K
5
PG icon
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
NVDA icon
26
NVIDIA
NVDA
$4.72T
$1.58M 1.39%
9,584
+520
MSFT icon
27
Microsoft
MSFT
$2.9T
$1.4M 1.23%
3,906
+80
INTF icon
28
iShares International Equity Factor ETF
INTF
$3.5B
$1.21M 1.06%
31,890
+5,515
LLY icon
29
Eli Lilly
LLY
$1.08T
$1.18M 1.03%
1,327
PM icon
30
Philip Morris
PM
$284B
$1.17M 1.02%
7,077
VBR icon
31
Vanguard Small-Cap Value ETF
VBR
$36.9B
$1.13M 0.99%
5,335
AVLV icon
32
Avantis US Large Cap Value ETF
AVLV
$15.2B
$1,000K 0.88%
12,685
+2,635
SPEM icon
33
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$948K 0.83%
20,845
JPM icon
34
JPMorgan Chase
JPM
$896B
$856K 0.75%
3,016
QQQ icon
35
Invesco QQQ Trust
QQQ
$481B
$854K 0.75%
1,530
AVIV icon
36
Avantis International Large Cap Value ETF
AVIV
$2.02B
$757K 0.66%
+10,426
DE icon
37
Deere & Co
DE
$168B
$694K 0.61%
1,250
EMR icon
38
Emerson Electric
EMR
$77.9B
$678K 0.6%
5,500
VT icon
39
Vanguard Total World Stock ETF
VT
$75.1B
$676K 0.59%
5,040
SGOV icon
40
iShares 0-3 Month Treasury Bond ETF
SGOV
$95.8B
$594K 0.52%
5,900
-4,400
PYLD icon
41
PIMCO Multi Sector Bond Active ETF
PYLD
$14.5B
$581K 0.51%
+22,300
PG icon
42
Procter & Gamble
PG
$353B
$579K 0.51%
4,002
-145
GOOGL icon
43
Alphabet (Google) Class A
GOOGL
$4.39T
$578K 0.51%
2,114
+65
MO icon
44
Altria Group
MO
$121B
$552K 0.48%
8,233
VSS icon
45
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$528K 0.46%
3,730
AMZN icon
46
Amazon
AMZN
$2.61T
$519K 0.46%
2,583
+284
AVES icon
47
Avantis Emerging Markets Value ETF
AVES
$1.46B
$431K 0.38%
+7,400
XLK icon
48
State Street Technology Select Sector SPDR ETF
XLK
$118B
$414K 0.36%
+3,250
VGT icon
49
Vanguard Information Technology ETF
VGT
$139B
$401K 0.35%
4,800
MDLZ icon
50
Mondelez International
MDLZ
$78.2B
$383K 0.34%
6,583
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