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
$539M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1 +$2.88M
2 +$2.48M
3 +$2.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.6M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.24M

Top Sells

1 +$1.95M
2 +$1.17M
3 +$537K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$450K
5
BND icon
Vanguard Total Bond Market
BND
+$289K

Sector Composition

1 Consumer Discretionary 1.99%
2 Technology 0.81%
3 Consumer Staples 0.73%
4 Industrials 0.43%
5 Financials 0.34%