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MW
Milestone Wealth Portfolio holdings
AUM
$89.5M
1-Year Est. Return
17.2%
This Fund
S&P 500
This Quarter
Est. Return
-5.94%
1 Year Est. Return
-17.2%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$123M
AUM Growth
-$1.82M
(-1.5%)
Cap. Flow
-$1.88M
Cap. Flow
% of AUM
-1.53%
Top 10 Holdings %
Top 10 Hldgs %
66.58%
Holding
245
New
–
Increased
–
Reduced
12
Closed
–
Top Buys
No buys this quarter
Top Sells
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
iShares Global 100 ETF
IOO
$8.61B
| $4K | ﹤0.01% |
45
| – | – |
|
|
FNM.PRP
227
DELISTED
Federal National Mortgage Association Non Cum Pfd Ser P
FNM.PRP
| $4K | ﹤0.01% |
1,923
| – | – |
|
228
Global X SuperDividend ETF
SDIV
$1.2B
| $3K | ﹤0.01% |
76
| – | – |
|
|
CRON
229
Cronos Group
CRON
$1.03B
| $2K | ﹤0.01% |
441
| – | – |
|
230
iShares Russell 2000 ETF
IWM
$82B
| $2K | ﹤0.01% |
11
| – | – |
|
231
Invesco Aerospace & Defense ETF
PPA
$8.08B
| $2K | ﹤0.01% |
27
| – | – |
|
232
Viatris
VTRS
$19.1B
| $2K | ﹤0.01% |
114
| – | – |
|
|
ONL
233
Orion Office REIT
ONL
$155M
| $1K | ﹤0.01% |
28
| – | – |
|
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