MWM
Melfa Wealth Management Portfolio holdings
AUM
$158M
1-Year Return
8.92%
This Quarter Return
-1.24%
1 Year Return
+8.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
-$1.4M
(-0.94%)
Cap. Flow
+$1.07M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
30.22%
Holding
207
New
5
Increased
45
Reduced
38
Closed
6
Top Buys
Top Sells
| 1 |
MUI
BlackRock Municipal Income Fund, Inc.
MUI
|
$1.28M |
| 2 |
Oracle
ORCL
|
$236K |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$209K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$204K |
| 5 |
EGF
Blackrock Enhanced Government Fund, Inc.
EGF
|
$173K |
Sector Composition
| 1 | Technology | 6.06% |
| 2 | Financials | 2.96% |
| 3 | Communication Services | 2.46% |
| 4 | Industrials | 2.17% |
| 5 | Energy | 1.12% |
