MW

Milestone Wealth Portfolio holdings

AUM $89.5M
1-Year Est. Return 17.21%
This Fund
S&P 500
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 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
DUK icon
151
Duke Energy
DUK
$94.8B
$13K 0.01%
137
LIT icon
152
Global X Lithium & Battery Tech ETF
LIT
$1.67B
$13K 0.01%
190
SO icon
153
Southern Company
SO
$99.2B
$13K 0.01%
196
KOIN
154
DELISTED
Capital Link Global Fintech Leaders ETF
KOIN
$13K 0.01%
437
FISV
155
Fiserv Inc
FISV
$32.3B
$12K 0.01%
124
FAST icon
156
Fastenal
FAST
$54.8B
$11K 0.01%
460
ICE icon
157
Intercontinental Exchange
ICE
$96.4B
$11K 0.01%
127
PDD icon
158
Pinduoduo
PDD
$149B
$11K 0.01%
180
RIOT icon
159
Riot Platforms
RIOT
$5.37B
$11K 0.01%
1,519
ALNY icon
160
Alnylam Pharmaceuticals
ALNY
$43.4B
$10K 0.01%
49
LAMR icon
161
Lamar Advertising Co
LAMR
$13.5B
$10K 0.01%
122
WELL icon
162
Welltower
WELL
$134B
$10K 0.01%
158
GPC icon
163
Genuine Parts
GPC
$20.7B
$9K 0.01%
58
POOL icon
164
Pool Corp
POOL
$9.91B
$9K 0.01%
28
SPIB icon
165
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$9K 0.01%
275
MMP
166
DELISTED
Magellan Midstream Partners, L.P.
MMP
$9K 0.01%
196
BTF icon
167
Valkyrie ETF Trust II CoinShares Bitcoin and Ether ETF
BTF
$15M
$8K 0.01%
216
GE icon
168
GE Aerospace
GE
$337B
$8K 0.01%
207
RMO
169
DELISTED
Romeo Power, Inc.
RMO
$8K 0.01%
+20,000
ARKF icon
170
ARK Blockchain & Fintech Innovation ETF
ARKF
$869M
$7K 0.01%
455
BLOK icon
171
Amplify Blockchain Technology ETF
BLOK
$1.13B
$7K 0.01%
404
ENR icon
172
Energizer
ENR
$1.6B
$7K 0.01%
287
FSM icon
173
Fortuna Silver Mines
FSM
$3.17B
$7K 0.01%
2,674
IRBT
174
DELISTED
iRobot
IRBT
$7K 0.01%
119
LYFT icon
175
Lyft
LYFT
$6.57B
$7K 0.01%
508