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
$392M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.77M
2 +$1.77M
3 +$1.41M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.12M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$992K

Sector Composition

1 Consumer Discretionary 1.35%
2 Consumer Staples 0.94%
3 Technology 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-8,695
52
-30,694