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
76
$324K 0.34%
+3,869
77
$318K 0.33%
+2,001
78
$317K 0.33%
+30,819
79
$317K 0.33%
+10,378
80
$316K 0.33%
+26,813
81
$307K 0.32%
+19,596
82
$304K 0.32%
+23,174
83
$301K 0.31%
+29,538
84
$290K 0.3%
+28,814
85
$288K 0.3%
+32,847
86
$285K 0.3%
+41,875
87
$281K 0.29%
+3,258
88
$277K 0.29%
+25,251
89
$272K 0.28%
+33,336
90
$270K 0.28%
+6,918
91
$261K 0.27%
+24,493
92
$259K 0.27%
+31,408
93
$259K 0.27%
+2,623
94
$234K 0.24%
+2,233
95
$234K 0.24%
+17,176
96
$225K 0.24%
+36,007
97
$225K 0.23%
+58,708
98
$222K 0.23%
+21,293
99
$221K 0.23%
+18,938
100
$220K 0.23%
+14,826
2 3
4
5 6