MWM
McNaughton Wealth Management Portfolio holdings
AUM
$237M
1-Year Est. Return
13.19%
1 Year Est. Return
+13.19%
AUM
$237M
AUM Growth
+$12.9M
(+5.7%)
Holding
76
Top Buys
| 1 | +$5.18M | |
| 2 | +$4.09M | |
| 3 | +$2.33M | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$1.52M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.21M |
Top Sells
| 1 | +$3.63M | |
| 2 | +$3.07M | |
| 3 | +$2.58M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$2.5M |
| 5 |
Vanguard Total Bond Market
BND
|
+$2.01M |
Sector Composition
| 1 | Technology | 4.15% |
| 2 | Financials | 1.6% |
| 3 | Communication Services | 1.56% |
| 4 | Consumer Discretionary | 1.34% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.8B
| – | – |
-5,270
|
|