MW
Milestone Wealth Portfolio holdings
AUM
$89.5M
1-Year Return
17.21%
This Quarter Return
-12.09%
1 Year Return
-17.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$95M
AUM Growth
-$28M
(-23%)
Cap. Flow
+$905K
Cap. Flow
% of AUM
0.95%
Top 10 Holdings %
Top 10 Hldgs %
66.87%
Holding
256
New
11
Increased
29
Reduced
71
Closed
28
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.75% |
| 2 | Consumer Discretionary | 2.27% |
| 3 | Healthcare | 1.83% |
| 4 | Financials | 1.64% |
| 5 | Communication Services | 1.41% |
