MW
Milestone Wealth Portfolio holdings
AUM
$89.5M
1-Year Return
17.21%
This Quarter Return
-4.81%
1 Year Return
-17.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$89.5M
AUM Growth
-$5.42M
(-5.7%)
Cap. Flow
-$539K
Cap. Flow
% of AUM
-0.6%
Top 10 Holdings %
Top 10 Hldgs %
65.88%
Holding
233
New
5
Increased
11
Reduced
38
Closed
–
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$773K |
| 2 |
iShares Silver Trust
SLV
|
$350K |
| 3 |
XYZ
Block, Inc.
XYZ
|
$110K |
| 4 |
NVIDIA
NVDA
|
$60.6K |
| 5 |
Teva Pharmaceuticals
TEVA
|
$56.5K |
Top Sells
| 1 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$514K |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
$462K |
| 3 |
Goldman Sachs Access US Aggregate Bond ETF
GCOR
|
$226K |
| 4 |
NIO
NIO
|
$159K |
| 5 |
iShares Short 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% |
