We are live on ! Find out more
MW

Milestone Wealth Portfolio holdings

AUM $89.5M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-17.2%
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
234
New
Increased
Reduced
Closed

Top Buys

1
+$804K
2
+$354K
3
+$142K
4
NVDA icon
NVIDIA
NVDA
+$79K
5
NKLA
Nikola Corporation Common Stock
NKLA
+$67.7K

Top Sells

1
+$570K
2
+$427K
3
+$238K
4
NIO icon
NIO
NIO
+$198K
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
VTR icon
176
Ventas
VTR
$44.1B
$7K 0.01%
174
AMAT icon
177
Applied Materials
AMAT
$478B
$6K 0.01%
78
IONS icon
178
Ionis Pharmaceuticals
IONS
$9.63B
$6K 0.01%
133
SCHD icon
179
Schwab US Dividend Equity ETF
SCHD
$98.1B
$6K 0.01%
273
VZ icon
180
Verizon
VZ
$176B
$6K 0.01%
158
BBC icon
181
Virtus Biotech Clinical Trials ETF
BBC
$53.2M
$5K 0.01%
217
EMR icon
182
Emerson Electric
EMR
$77.8B
$5K 0.01%
71
GRFX
183
DELISTED
Graphex Group
GRFX
$5K 0.01%
+674
IHI icon
184
iShares US Medical Devices ETF
IHI
$3.18B
$5K 0.01%
115
-5
PEY icon
185
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.11B
$5K 0.01%
259
-5
SPSM icon
186
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.6B
$5K 0.01%
133
-10
URTY icon
187
ProShares UltraPro Russell2000
URTY
$341M
$5K 0.01%
136
-10
XSMO icon
188
Invesco S&P SmallCap Momentum ETF
XSMO
$3.03B
$5K 0.01%
117
-7
ASPU
189
DELISTED
ASPEN GROUP, INC.
ASPU
$5K 0.01%
12,500
FRE.PRL
190
DELISTED
FREDDIE MAC VR RATE NON-CUM PF
FRE.PRL
$5K 0.01%
1,238
BLCN icon
191
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$34.8M
$4K ﹤0.01%
194
CMP icon
192
Compass Minerals
CMP
$1.25B
$4K ﹤0.01%
92
EPD icon
193
Enterprise Products Partners
EPD
$80.6B
$4K ﹤0.01%
180
HDV
194
iShares Core High Dividend ETF
HDV
$13.8B
$4K ﹤0.01%
215
-50
IGRO icon
195
iShares International Dividend Growth ETF
IGRO
$1.26B
$4K ﹤0.01%
81
-5
IJR icon
196
iShares Core S&P Small-Cap ETF
IJR
$109B
$4K ﹤0.01%
49
-5
IJS icon
197
iShares S&P Small-Cap 600 Value ETF
IJS
$8B
$4K ﹤0.01%
49
-5
IJT icon
198
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.2B
$4K ﹤0.01%
41
-5
ITA icon
199
iShares US Aerospace & Defense ETF
ITA
$14.2B
$4K ﹤0.01%
41
-5
IWO icon
200
iShares Russell 2000 Growth ETF
IWO
$15B
$4K ﹤0.01%
17
-5
5 6 7
8
9