MWM
McNaughton Wealth Management Portfolio holdings
AUM
$224M
This Quarter Return
-0.4%
1 Year Return
+13.2%
3 Year Return
+36.81%
5 Year Return
+46.36%
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(-0.81%)
Cap. Flow
-$535K
Cap. Flow
% of AUM
-0.38%
Top 10 Holdings %
Top 10 Hldgs %
62.07%
Holding
50
New
–
Increased
24
Reduced
17
Closed
3
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.01M |
| 2 |
Vanguard Total Bond Market
BND
|
$627K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$540K |
| 4 |
Vanguard Information Technology ETF
VGT
|
$415K |
| 5 |
Invesco Ultra Short Duration ETF
GSY
|
$334K |
Top Sells
Sector Composition
| 1 | Technology | 0.78% |
| 2 | Financials | 0.69% |
| 3 | Consumer Discretionary | 0.56% |
| 4 | Communication Services | 0.56% |
| 5 | Healthcare | 0.26% |
