MWM

Mattern Wealth Management Portfolio holdings

AUM $519M
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$7.72M
2 +$6.19M
3 +$5.34M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.4M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.86%
2 Healthcare 9.03%
3 Industrials 8.41%
4 Consumer Staples 8.15%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$209K 0.13%
+15,229
127
$205K 0.12%
+3,475
128
$128K 0.08%
+17,800
129
$85K 0.05%
+27,050