MWM
McMill Wealth Management Portfolio holdings
AUM
$351M
1-Year Est. Return
9.6%
1 Year Est. Return
+9.6%
AUM
$351M
AUM Growth
+$49.1M
(+16%)
Holding
56
Top Buys
| 1 | +$31.9M | |
| 2 | +$5.21M | |
| 3 | +$4.82M | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$3.49M |
| 5 |
Dimensional World Equity ETF
DFAW
|
+$1.81M |
Top Sells
| 1 | +$943K | |
| 2 | +$558K | |
| 3 | +$296K | |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$218K |
| 5 |
Palantir
PLTR
|
+$91.2K |
Sector Composition
| 1 | Financials | 1.68% |
| 2 | Technology | 0.96% |
| 3 | Industrials | 0.65% |
| 4 | Consumer Discretionary | 0.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dimensional US Real Estate ETF
DFAR
$1.4B
| $213K | 0.06% |
+8,947
|
|
||
52
Vanguard Short-Term Bond ETF
BSV
$39.2B
| $202K | 0.06% |
8,947
+6,386
|
|
||
53
Ford
F
$52.4B
| $185K | 0.05% |
15,479
|
|