MWA
Martel Wealth Advisors Portfolio holdings
AUM
$587M
1-Year Est. Return
11.75%
This Fund
S&P 500
1 Year Est. Return
+11.75%
AUM
$587M
AUM Growth
+$1.89M
(+0.32%)
Holding
77
Top Buys
| 1 | +$5.91M | |
| 2 | +$4.25M | |
| 3 | +$2.95M | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.4M |
| 5 |
SGI
Somnigroup International
SGI
|
+$797K |
Top Sells
| 1 | +$919K | |
| 2 | +$899K | |
| 3 | +$753K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$641K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$536K |
Sector Composition
| 1 | Consumer Discretionary | 1.97% |
| 2 | Consumer Staples | 0.84% |
| 3 | Technology | 0.71% |
| 4 | Industrials | 0.68% |
| 5 | Energy | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Global ex-US Real Estate ETF
VNQI
$3.43B
| – | – |
-5,644
|
|
||
77
State Street Technology Select Sector SPDR ETF
XLK
$129B
| – | – |
-1,958
|
|