MSWMA
Market Street Wealth Management Advisors Portfolio holdings
AUM
$630M
1-Year Est. Return
9.1%
1 Year Est. Return
+9.1%
AUM
$630M
AUM Growth
+$16.7M
(+2.7%)
Holding
103
Top Buys
| 1 | +$4.25M | |
| 2 | +$1.97M | |
| 3 | +$1.25M | |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
+$452K |
| 5 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$377K |
Top Sells
| 1 | +$9.46M | |
| 2 | +$3.66M | |
| 3 | +$1.28M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$1.01M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$963K |
Sector Composition
| 1 | Healthcare | 1.9% |
| 2 | Technology | 1.75% |
| 3 | Communication Services | 0.45% |
| 4 | Consumer Discretionary | 0.42% |
| 5 | Financials | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Grayscale Bitcoin Trust
GBTC
$42.6B
| $202K | 0.03% |
+2,250
|
|
||
102
Visa
V
$667B
| – | – |
-574
|
|
||
103
iShares Core S&P Mid-Cap ETF
IJH
$99.2B
| – | – |
-3,810
|
|