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
-$707K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$295K
2 +$236K
3 +$212K
4
BND icon
Vanguard Total Bond Market
BND
+$162K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$132K

Sector Composition

1 Technology 1.18%
2 Consumer Discretionary 0.67%
3 Financials 0.58%
4 Communication Services 0.52%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$212K 0.14%
1,083
52
-1,360
53
-5,500