MWM
McNaughton Wealth Management Portfolio holdings
AUM
$224M
This Quarter Return
+2.95%
1 Year Return
+13.2%
3 Year Return
+36.81%
5 Year Return
+46.36%
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.41%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$13.8M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$9.77M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$8.5M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$8.17M |
| 5 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$6.33M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.36% |
| 2 | Consumer Discretionary | 0.22% |
| 3 | Communication Services | 0.21% |
| 4 | Healthcare | 0.21% |
