MWM
Melfa Wealth Management Portfolio holdings
AUM
$158M
This Quarter Return
+5.48%
1 Year Return
+8.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$95.7M
AUM Growth
–
Cap. Flow
+$95.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.41%
Holding
137
New
137
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$7.64M |
| 2 |
PMO
Putnam Municipal Opportunities Trust
PMO
|
$5.2M |
| 3 |
EVN
Eaton Vance Municipal Income Trust
EVN
|
$4.04M |
| 4 |
Apple
AAPL
|
$2.86M |
| 5 |
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% |
