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
$189M
AUM Growth
+$8.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.41%
2 Communication Services 1.26%
3 Financials 1.21%
4 Consumer Discretionary 1.15%
5 Healthcare 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$239K 0.13%
3,609
-84
52
$208K 0.11%
1,023
53
$202K 0.11%
+1,751
54
-460
55
-1,761