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
$143M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$818K
2
+$799K
3
+$576K
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$398K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$345K

Top Sells

1
+$252K
2
+$202K
3
+$166K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$45.3K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$39.4K

Sector Composition

1 Technology 0.75%
2 Financials 0.63%
3 Communication Services 0.54%
4 Consumer Discretionary 0.5%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-5,500
1 2
3