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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
1 Year Est. Return
-17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95M
AUM Growth
-$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$5.92M
3
+$3.9M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.51M
5
AAPL icon
Apple
AAPL
+$544K

Top Sells

1
+$7.39M
2
+$4.23M
3
+$2.1M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.46M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$1.25M

Sector Composition

1 Technology 2.75%
2 Consumer Discretionary 2.27%
3 Healthcare 1.83%
4 Financials 1.64%
5 Communication Services 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
51
UnitedHealth
UNH
$386B
$181K 0.19%
352
-5
AAAU icon
52
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.49B
$175K 0.18%
9,739
-14,318
MGK icon
53
Vanguard Mega Cap Growth ETF
MGK
$34B
$174K 0.18%
+4,800
VDE icon
54
Vanguard Energy ETF
VDE
$9.46B
$172K 0.18%
1,725
COR icon
55
Cencora
COR
$59B
$163K 0.17%
1,151
-13
IWB icon
56
iShares Russell 1000 ETF
IWB
$48.6B
$149K 0.16%
716
MS icon
57
Morgan Stanley
MS
$351B
$149K 0.16%
1,965
+1,448
IQV icon
58
IQVIA
IQV
$34.7B
$139K 0.15%
641
-15
IXUS icon
59
iShares Core MSCI Total International Stock ETF
IXUS
$58.4B
$139K 0.15%
2,441
-1,630
BA icon
60
Boeing
BA
$175B
$137K 0.14%
1,000
-375
AZN icon
61
AstraZeneca
AZN
$266B
$132K 0.14%
1,000
MSTR icon
62
Strategy Inc
MSTR
$33.9B
$130K 0.14%
7,900
+7,200
BAC icon
63
Bank of America
BAC
$423B
$126K 0.13%
4,054
MO icon
64
Altria Group
MO
$120B
$125K 0.13%
3,002
ELV icon
65
Elevance Health
ELV
$90.4B
$124K 0.13%
257
-5
META icon
66
Meta Platforms (Facebook)
META
$1.7T
$124K 0.13%
772
-5
IWR icon
67
iShares Russell Mid-Cap ETF
IWR
$56.8B
$121K 0.13%
1,872
TEVA icon
68
Teva Pharmaceuticals
TEVA
$38.4B
$120K 0.13%
15,937
-3,020
BITO icon
69
ProShares Bitcoin Strategy ETF
BITO
$1.44B
$116K 0.12%
9,990
LI icon
70
Li Auto
LI
$12B
$112K 0.12%
+2,922
ABBV icon
71
AbbVie
ABBV
$438B
$106K 0.11%
689
-44
GWRE icon
72
Guidewire Software
GWRE
$11.3B
$106K 0.11%
1,500
PG icon
73
Procter & Gamble
PG
$342B
$105K 0.11%
727
-137
CRM icon
74
Salesforce
CRM
$134B
$97K 0.1%
588
-45
UPS icon
75
United Parcel Service
UPS
$95.6B
$97K 0.1%
532
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3
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