MWM
Melfa Wealth Management Portfolio holdings
AUM
$158M
This Quarter Return
+5.52%
1 Year Return
+8.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+30%)
Cap. Flow
+$29.1M
Cap. Flow
% of AUM
21.01%
Top 10 Holdings %
Top 10 Hldgs %
30.09%
Holding
195
New
54
Increased
88
Reduced
25
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.52M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.4M |
| 3 |
GE Aerospace
GE
|
$2.21M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.67M |
| 5 |
NVIDIA
NVDA
|
$1.17M |
Top Sells
Sector Composition
| 1 | Technology | 4.96% |
| 2 | Financials | 2.63% |
| 3 | Communication Services | 2.33% |
| 4 | Industrials | 1.6% |
| 5 | Energy | 1.22% |
