MW

Milestone Wealth Portfolio holdings

AUM $89.5M
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
-17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$11.4M
3
+$8.42M
4
GSSC icon
GS ActiveBeta US Small Cap Equity ETF
GSSC
+$5.76M
5
GSUS icon
Goldman Sachs MarketBeta US Equity ETF
GSUS
+$4.52M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.94%
2 Consumer Discretionary 2.3%
3 Technology 2.23%
4 Healthcare 1.67%
5 Communication Services 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$69K 0.06%
+852
102
$68K 0.05%
+266
103
$67K 0.05%
+293
104
$66K 0.05%
+100
105
$65K 0.05%
+557
106
$65K 0.05%
+963
107
$65K 0.05%
+268
108
$64K 0.05%
+251
109
$62K 0.05%
+1,142
110
$59K 0.05%
+374
111
$59K 0.05%
+493
112
$58K 0.05%
+606
113
$58K 0.05%
+564
114
$56K 0.04%
+662
115
$56K 0.04%
+269
116
$56K 0.04%
+506
117
$56K 0.04%
+947
118
$56K 0.04%
+274
119
$55K 0.04%
+361
120
$55K 0.04%
+380
121
$55K 0.04%
+413
122
$55K 0.04%
+291
123
$54K 0.04%
+848
124
$54K 0.04%
+335
125
$54K 0.04%
+80
3 4
5
6 7