McMillion Capital Management’s Direxion Work From Home ETF WFH Stock Holding History

McMillion Capital Management’s Portfolio WFH Stock Details WFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$303K	Sell	6,158 -825	-12%	-$37.6K	0.27%	65
2023 Q1	$319K	Sell	6,983 -1,235	-15%	-$54.4K	0.3%	65
2022 Q4	$332K	Sell	8,218 -5,381	-40%	-$226K	0.3%	66
2022 Q3	$577K	Sell	13,599 -2,640	-16%	-$127K	0.53%	58
2022 Q2	$771K	Sell	16,239 -5,674	-26%	-$307K	0.64%	54
2022 Q1	$1.44M	Sell	21,913 -3,528	-14%	-$231K	0.89%	42
2021 Q4	$1.89M	Sell	25,441 -90	-0.4%	-$6.83K	1.02%	39
2021 Q3	$1.89M	Sell	25,531 -3,214	-11%	-$245K	1.11%	38
2021 Q2	$2.18M	Sell	28,745 -3,536	-11%	-$254K	1.19%	36
2021 Q1	$2.21M	Buy	32,281 +3,741	+13%	+$262K	1.29%	30
2020 Q4	$1.93M	Buy	+28,540	New	+$1.72M	1.17%	29

Other funds holding WFH

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

McMillion Capital Management's WFH Position: Q2 2023 in Review

McMillion Capital Management reduced its Direxion Work From Home ETF (WFH) stake by 12% in Q2 2023, selling an estimated $37.6K and leaving 6,158 shares worth $303K. The position accounts for 0.27% of the portfolio, ranked #65.

McMillion Capital Management first reported a position in WFH in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.21M in Q1 2021. 20 funds tracked by Wall St. Rank hold WFH as of Q2 2023.

McMillion Capital Management held 6,158 shares of Direxion Work From Home ETF worth $303K as of Q2 2023.
McMillion Capital Management sold 825 Direxion Work From Home ETF shares in Q2 2023, an estimated $37.6K.
Direxion Work From Home ETF made up 0.27% of McMillion Capital Management's portfolio in Q2 2023, its #65 holding.
McMillion Capital Management first reported a position in Direxion Work From Home ETF in Q4 2020 and has held it in 11 quarters since.
McMillion Capital Management's Direxion Work From Home ETF position peaked at $2.21M in Q1 2021.
20 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q2 2023.

Based on McMillion Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.