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
$466M
AUM Growth
+$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$2.65M
2 +$1.75M
3 +$553K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$295K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$87.9K

Top Sells

1 +$3.02M
2 +$933K
3 +$539K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$382K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K

Sector Composition

1 Consumer Discretionary 1.93%
2 Consumer Staples 0.62%
3 Technology 0.5%
4 Energy 0.11%
5 Healthcare 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$221K 0.05%
3,862
+86
52
$213K 0.05%
2,200
53
$210K 0.05%
7,240
54
-1,273