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
$412M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$4.39M
2 +$3.34M
3 +$2.04M
4
TSLA icon
Tesla
TSLA
+$1.97M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.63M

Sector Composition

1 Consumer Discretionary 2.03%
2 Consumer Staples 0.86%
3 Technology 0.44%
4 Industrials 0.12%
5 Healthcare 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$226K 0.05%
+2,400
52
$224K 0.05%
2,865
53
$204K 0.05%
2,508
54
$201K 0.05%
+975