MWA
Martel Wealth Advisors Portfolio holdings
AUM
$539M
This Quarter Return
+3.01%
1 Year Return
+10.82%
3 Year Return
+35.3%
5 Year Return
+44.94%
10 Year Return
–
AUM
$263M
AUM Growth
–
Cap. Flow
+$263M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.87%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$49.1M |
| 2 |
Vanguard Growth ETF
VUG
|
$42.4M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$33.7M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$25.8M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$24.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 0.7% |
| 2 | Communication Services | 0.1% |
| 3 | Energy | 0.09% |
