MWM

Melfa Wealth Management Portfolio holdings

AUM $174M
1-Year Est. Return 13.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$908K
2 +$741K
3 +$471K
4
GOF icon
Guggenheim Strategic Opportunities Fund
GOF
+$235K
5
VZ icon
Verizon
VZ
+$212K

Sector Composition

1 Technology 6.97%
2 Financials 3.17%
3 Communication Services 2.94%
4 Industrials 2.61%
5 Energy 1.67%