MW

Milestone Wealth Portfolio holdings

AUM $89.5M
1-Year Est. Return 17.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Sector Composition

1 Financials 4%
2 Consumer Discretionary 2.33%
3 Technology 2.27%
4 Healthcare 1.7%
5 Communication Services 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$4K ﹤0.01%
45
227
$4K ﹤0.01%
1,923
228
$3K ﹤0.01%
76
229
$2K ﹤0.01%
441
230
$2K ﹤0.01%
11
231
$2K ﹤0.01%
27
232
$2K ﹤0.01%
114
233
$1K ﹤0.01%
28