MWM
Mattern Wealth Management Portfolio holdings
AUM
$480M
1-Year Return
11.86%
This Quarter Return
-2.73%
1 Year Return
+11.86%
3 Year Return
+46.12%
5 Year Return
+80.97%
10 Year Return
–
AUM
$341M
AUM Growth
-$1.63M
(-0.48%)
Cap. Flow
+$8.08M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
39.85%
Holding
172
New
11
Increased
62
Reduced
53
Closed
5
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
$7.55M |
| 2 |
Dimensional International Core Equity 2 ETF
DFIC
|
$4.62M |
| 3 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
$3.6M |
| 4 |
Apple
AAPL
|
$1.92M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
$1.73M |
Top Sells
Sector Composition
| 1 | Technology | 17.21% |
| 2 | Healthcare | 7.83% |
| 3 | Industrials | 5.82% |
| 4 | Financials | 5.59% |
| 5 | Consumer Staples | 5.44% |
