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
$206M
AUM Growth
-$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$10.7M
3 +$10.7M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$10.4M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$8.91M

Sector Composition

1 Technology 3.3%
2 Financials 1.55%
3 Communication Services 1.33%
4 Consumer Discretionary 1.11%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-62,772
77
-113,510
78
-70,346