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
$89.5M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1 +$773K
2 +$350K
3 +$110K
4
NVDA icon
NVIDIA
NVDA
+$60.6K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$56.5K

Top Sells

1 +$514K
2 +$462K
3 +$226K
4
NIO icon
NIO
NIO
+$159K
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$125K

Sector Composition

1 Technology 2.83%
2 Consumer Discretionary 2.25%
3 Financials 1.87%
4 Healthcare 1.85%
5 Communication Services 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FIS icon
151
Fidelity National Information Services
FIS
$34.2B
$15K 0.02%
198
BLK icon
152
Blackrock
BLK
$164B
$14K 0.02%
25
DUK icon
153
Duke Energy
DUK
$89.9B
$13K 0.01%
137
LIT icon
154
Global X Lithium & Battery Tech ETF
LIT
$1.45B
$13K 0.01%
190
SO icon
155
Southern Company
SO
$93.9B
$13K 0.01%
196
KOIN
156
DELISTED
Capital Link Global Fintech Leaders ETF
KOIN
$13K 0.01%
437
FISV
157
Fiserv Inc
FISV
$36.5B
$12K 0.01%
124
FAST icon
158
Fastenal
FAST
$48.6B
$11K 0.01%
460
ICE icon
159
Intercontinental Exchange
ICE
$91.4B
$11K 0.01%
127
PDD icon
160
Pinduoduo
PDD
$155B
$11K 0.01%
180
RIOT icon
161
Riot Platforms
RIOT
$5.39B
$11K 0.01%
1,519
ALNY icon
162
Alnylam Pharmaceuticals
ALNY
$52.9B
$10K 0.01%
49
LAMR icon
163
Lamar Advertising Co
LAMR
$12.9B
$10K 0.01%
122
WELL icon
164
Welltower
WELL
$128B
$10K 0.01%
158
GPC icon
165
Genuine Parts
GPC
$17.5B
$9K 0.01%
58
POOL icon
166
Pool Corp
POOL
$8.64B
$9K 0.01%
28
SPIB icon
167
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$9K 0.01%
275
MMP
168
DELISTED
Magellan Midstream Partners, L.P.
MMP
$9K 0.01%
196
BTF icon
169
Valkyrie ETF Trust II CoinShares Bitcoin and Ether ETF
BTF
$11.2M
$8K 0.01%
1,079
GE icon
170
GE Aerospace
GE
$324B
$8K 0.01%
207
RMO
171
DELISTED
Romeo Power, Inc.
RMO
$8K 0.01%
+20,000
IRBT icon
172
iRobot
IRBT
$14.8M
$7K 0.01%
119
LYFT icon
173
Lyft
LYFT
$7.76B
$7K 0.01%
508
ARKF icon
174
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.14B
$7K 0.01%
455
BLOK icon
175
Amplify Blockchain Technology ETF
BLOK
$1.14B
$7K 0.01%
404