MWM

McNaughton Wealth Management Portfolio holdings

AUM $237M
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$1.18M
3 +$993K
4
BND icon
Vanguard Total Bond Market
BND
+$990K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$853K

Sector Composition

1 Technology 0.37%
2 Consumer Discretionary 0.29%
3 Communication Services 0.24%
4 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-9,539