MWM
McMill Wealth Management Portfolio holdings
AUM
$302M
This Quarter Return
-1.63%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$247M
AUM Growth
–
Cap. Flow
+$247M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.05%
Holding
44
New
44
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.88% |
| 2 | Technology | 1.06% |
| 3 | Industrials | 0.8% |
| 4 | Consumer Discretionary | 0.32% |
