MWA

Martel Wealth Advisors Portfolio holdings

AUM $571M
1-Year Est. Return 10.62%
This Quarter Est. Return
1 Year Est. Return
+10.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.56M
2 +$1.95M
3 +$1.74M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.37M
5
BND icon
Vanguard Total Bond Market
BND
+$1.33M

Top Sells

1 +$2.13M
2 +$1.72M
3 +$1.11M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$622K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$505K

Sector Composition

1 Consumer Discretionary 1.37%
2 Technology 0.15%
3 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,489