MWA
Martel Wealth Advisors Portfolio holdings
AUM
$539M
This Quarter Return
+6.85%
1 Year Return
+10.82%
3 Year Return
+35.3%
5 Year Return
+44.94%
10 Year Return
–
AUM
$539M
AUM Growth
+$539M
(+7.4%)
Cap. Flow
+$5.5M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
84.15%
Holding
72
New
3
Increased
21
Reduced
19
Closed
2
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$2.88M |
| 2 |
Vanguard Core Bond ETF
VCRB
|
$2.48M |
| 3 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
$2.01M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.6M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.24M |
Top Sells
| 1 |
VanEck High Yield Muni ETF
HYD
|
$1.95M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.17M |
| 3 |
Home Depot
HD
|
$537K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$450K |
| 5 |
Vanguard Total Bond Market
BND
|
$289K |
Sector Composition
| 1 | Consumer Discretionary | 1.99% |
| 2 | Technology | 0.81% |
| 3 | Consumer Staples | 0.73% |
| 4 | Industrials | 0.43% |
| 5 | Financials | 0.34% |
