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
$125M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$1.83M
2 +$1.55M
3 +$1.28M
4
USRT icon
iShares Core US REIT ETF
USRT
+$1.03M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$464K

Sector Composition

1 Technology 0.66%
2 Communication Services 0.42%
3 Consumer Discretionary 0.25%
4 Healthcare 0.18%
5 Financials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-8,346
52
-6,654