MWM
Melfa Wealth Management Portfolio holdings
AUM
$158M
This Quarter Return
+2.81%
1 Year Return
+8.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
+$100M
(+4.5%)
Cap. Flow
+$1.93M
Cap. Flow
% of AUM
1.93%
Top 10 Holdings %
Top 10 Hldgs %
37.03%
Holding
142
New
5
Increased
74
Reduced
38
Closed
5
Top Buys
| 1 |
BlackRock Income Trust
BKT
|
$1.07M |
| 2 |
CMU
MFS High Yield Municipal Trust
CMU
|
$403K |
| 3 |
Exxon Mobil
XOM
|
$356K |
| 4 |
EVN
Eaton Vance Municipal Income Trust
EVN
|
$318K |
| 5 |
ACP
abrdn Income Credit Strategies Fund
ACP
|
$272K |
Top Sells
Sector Composition
| 1 | Technology | 3.63% |
| 2 | Energy | 1.88% |
| 3 | Financials | 0.59% |
| 4 | Utilities | 0.3% |
| 5 | Communication Services | 0.21% |
