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

Top Buys

1 +$293K
2 +$232K
3 +$194K
4
VB icon
Vanguard Small-Cap ETF
VB
+$193K
5
HIX
Western Asset High Income Fund II
HIX
+$184K

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