MWM

Melfa Wealth Management Portfolio holdings

AUM $158M
1-Year Est. Return 8.92%
This Quarter Est. Return
1 Year Est. Return
+8.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$5.2M
3
+$4.04M
4
AAPL icon
Apple
AAPL
+$2.86M
5
BKT icon
BlackRock Income Trust
BKT
+$2.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.99%
2 Energy 1.6%
3 Financials 0.69%
4 Utilities 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$903K 0.94%
+77,619
27
$894K 0.93%
+112,929
28
$863K 0.9%
+80,337
29
$846K 0.88%
+4,425
30
$837K 0.87%
+97,387
31
$827K 0.86%
+76,386
32
$826K 0.86%
+73,401
33
$812K 0.85%
+86,475
34
$757K 0.79%
+31,140
35
$724K 0.76%
+85,737
36
$666K 0.7%
+64,135
37
$653K 0.68%
+12,621
38
$642K 0.67%
+73,468
39
$638K 0.67%
+62,169
40
$636K 0.66%
+60,727
41
$605K 0.63%
+24,172
42
$604K 0.63%
+3,975
43
$587K 0.61%
+52,942
44
$572K 0.6%
+80,400
45
$567K 0.59%
+90,352
46
$554K 0.58%
+60,244
47
$554K 0.58%
+61,477
48
$551K 0.58%
+6,644
49
$521K 0.54%
+100,562
50
$516K 0.54%
+52,037
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