MWM
McNaughton Wealth Management Portfolio holdings
AUM
$243M
1-Year Est. Return
15.3%
This Fund
S&P 500
1 Year Est. Return
+15.3%
AUM
$243M
AUM Growth
+$5.76M
(+2.4%)
Holding
77
Top Buys
| 1 | +$3.95M | |
| 2 | +$2.08M | |
| 3 | +$1.58M | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$1.21M |
| 5 |
ARTY
iShares Future AI & Tech ETF
ARTY
|
+$715K |
Top Sells
| 1 | +$4.29M | |
| 2 | +$2.01M | |
| 3 | +$1.15M | |
| 4 |
iShares US Technology ETF
IYW
|
+$864K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$647K |
Sector Composition
| 1 | Technology | 4.18% |
| 2 | Communication Services | 1.74% |
| 3 | Financials | 1.66% |
| 4 | Consumer Discretionary | 1.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
iShares US Technology ETF
IYW
$18.7B
| – | – |
-4,413
|
|
||
77
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.5B
| – | – |
-9,421
|
|