MWM
Melfa Wealth Management Portfolio holdings
AUM
$158M
1-Year Return
8.92%
This Quarter Return
-2.65%
1 Year Return
+8.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
-$1.96M
(-1.3%)
Cap. Flow
+$3.09M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
29.83%
Holding
205
New
4
Increased
55
Reduced
40
Closed
3
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.45M |
| 2 |
Dimensional US Small Cap Value ETF
DFSV
|
$581K |
| 3 |
Tesla
TSLA
|
$540K |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$357K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$201K |
Top Sells
Sector Composition
| 1 | Technology | 6.8% |
| 2 | Financials | 2.91% |
| 3 | Communication Services | 2.54% |
| 4 | Industrials | 1.93% |
| 5 | Energy | 1.08% |
