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
$369M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$6.39M
2 +$6.33M
3 +$5.93M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.73M
5
ADM icon
Archer Daniels Midland
ADM
+$3.71M

Top Sells

1 +$9.22M
2 +$9M
3 +$2.63M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.96M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.51M

Sector Composition

1 Consumer Staples 1.14%
2 Consumer Discretionary 1.13%
3 Technology 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,098
52
-2,745
53
-1,680