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
126
$112K 0.12%
+10,960
127
$106K 0.11%
+12,298
128
$103K 0.11%
+19,637
129
$100K 0.1%
+6,342
130
$98.9K 0.1%
+12,666
131
$88.2K 0.09%
+12,950
132
$88K 0.09%
+10,540
133
$83.9K 0.09%
+12,290
134
$72.6K 0.08%
+23,193
135
$56.2K 0.06%
+26,003
136
$44.6K 0.05%
+25,363
137
$40.9K 0.04%
+12,788