MWM

McMill Wealth Management Portfolio holdings

AUM $302M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1 +$3.2M
2 +$2.69M
3 +$1.35M
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$1.35M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.16M

Sector Composition

1 Financials 1.89%
2 Technology 0.9%
3 Industrials 0.68%
4 Consumer Discretionary 0.49%