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
$154M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$359K
2 +$34.2K
3 +$25.7K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$13.7K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$7.55K

Sector Composition

1 Financials 0.88%
2 Technology 0.87%
3 Consumer Discretionary 0.59%
4 Communication Services 0.55%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$212K 0.14%
+5,500