MWM

Mattern Wealth Management Portfolio holdings

AUM $501M
1-Year Est. Return 13.16%
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$416M
AUM Growth
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$3.62M
3
+$2.11M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.61M
5
DGCB icon
Dimensional Global Credit ETF
DGCB
+$1.58M

Top Sells

1
+$2.09M
2
+$1.83M
3
+$1.8M
4
CSCO icon
Cisco
CSCO
+$1.78M
5
PAYX icon
Paychex
PAYX
+$1.75M

Sector Composition

1 Technology 17.4%
2 Financials 5.96%
3 Healthcare 5.6%
4 Industrials 4.79%
5 Consumer Staples 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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178
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179
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180
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181
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182
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-8,527
183
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184
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185
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186
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-7,781
187
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4 5 6 7
8