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
$489M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$2.82M
2 +$1.61M
3 +$359K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$344K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$291K

Top Sells

1 +$2.68M
2 +$827K
3 +$470K
4
EW icon
Edwards Lifesciences
EW
+$222K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$191K

Sector Composition

1 Consumer Discretionary 1.76%
2 Consumer Staples 0.59%
3 Technology 0.46%
4 Energy 0.1%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$215K 0.04%
7,240
52
$200K 0.04%
+8,024
53
$200K 0.04%
2,071
-813
54
-2,400