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
$402M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$3.67M
2 +$2.28M
3 +$2.22M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$409K
5
AAPL icon
Apple
AAPL
+$136K

Top Sells

1 +$1.5M
2 +$835K
3 +$796K
4
UPS icon
United Parcel Service
UPS
+$492K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$239K

Sector Composition

1 Consumer Discretionary 2%
2 Consumer Staples 0.87%
3 Technology 0.45%
4 Healthcare 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,508
52
-975
53
-2,743
54
-2,400