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
$169M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.22%
2 Communication Services 1.22%
3 Financials 1.1%
4 Consumer Discretionary 1.06%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$224K 0.13%
3,835
-189
52
-5,184
53
-1,978
54
-2,455