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
$152M
AUM Growth
+$8.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Sells

1 +$434K
2 +$361K
3 +$194K
4
AFT
Apollo Senior Floating Rate Fund Inc.
AFT
+$180K
5
AAPL icon
Apple
AAPL
+$143K

Sector Composition

1 Technology 6.03%
2 Financials 2.67%
3 Communication Services 2.35%
4 Industrials 1.93%
5 Energy 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$275 ﹤0.01%
+13,800
202
-8,810
203
-12,399