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
51
$512K 0.54%
+47,252
52
$500K 0.52%
+58,638
53
$490K 0.51%
+61,620
54
$486K 0.51%
+35,730
55
$472K 0.49%
+135,279
56
$466K 0.49%
+44,048
57
$465K 0.49%
+44,465
58
$463K 0.48%
+74,273
59
$461K 0.48%
+72,200
60
$458K 0.48%
+62,915
61
$454K 0.47%
+41,018
62
$453K 0.47%
+48,219
63
$445K 0.46%
+40,473
64
$425K 0.44%
+47,032
65
$411K 0.43%
+23,071
66
$408K 0.43%
+36,827
67
$394K 0.41%
+15,904
68
$390K 0.41%
+45,387
69
$388K 0.41%
+47,868
70
$379K 0.4%
+43,506
71
$375K 0.39%
+37,360
72
$348K 0.36%
+35,140
73
$333K 0.35%
+38,522
74
$329K 0.34%
+17,783
75
$326K 0.34%
+5,172
1 2
3
4 5