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MWM

McMill Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 14.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$5.17M
3
+$4.71M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.39M
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$1.76M

Top Sells

1
+$909K
2
+$537K
3
+$280K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$214K
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$82K

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
$213K 0.06%
+8,947
52
$202K 0.06%
8,947
+6,386
53
$185K 0.05%
15,479
1 2
3