MW
Members Wealth Portfolio holdings
AUM
$158M
1 Year Est. Return
–
AUM
$158M
AUM Growth
–
Holding
104
Top Buys
| 1 | +$24.5M | |
| 2 | +$11M | |
| 3 | +$9.07M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$6.67M |
| 5 |
Vanguard Total Bond Market
BND
|
+$6.41M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.6% |
| 2 | Consumer Discretionary | 2.52% |
| 3 | Communication Services | 2.48% |
| 4 | Healthcare | 2.47% |
| 5 | Industrials | 2.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
PNC Financial Services
PNC
$82.6B
| $206K | 0.13% |
+1,036
|
|
||
102
State Street Industrial Select Sector SPDR ETF
XLI
$25.6B
| $205K | 0.13% |
+1,334
|
|
||
103
Marsh & McLennan
MMC
$91.2B
| $204K | 0.13% |
+1,014
|
|
||
104
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.51B
| $204K | 0.13% |
+10,801
|
|