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
$123M
AUM Growth
-$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Sector Composition

1 Financials 4%
2 Consumer Discretionary 2.33%
3 Technology 2.27%
4 Healthcare 1.7%
5 Communication Services 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$19K 0.02%
529
177
$19K 0.02%
437
178
$18K 0.01%
134
179
$18K 0.01%
381
180
$17K 0.01%
433
181
$17K 0.01%
522
182
$16K 0.01%
179
183
$16K 0.01%
404
184
$16K 0.01%
238
185
$15K 0.01%
460
186
$15K 0.01%
122
187
$15K 0.01%
146
188
$14K 0.01%
137
189
$14K 0.01%
158
190
$13K 0.01%
124
191
$13K 0.01%
196
192
$13K 0.01%
1,383
193
$12K 0.01%
207
194
$9K 0.01%
41
195
$9K 0.01%
174
196
$9K 0.01%
196
197
$9K 0.01%
2,475
198
$8K 0.01%
49
199
$8K 0.01%
194
200
$8K 0.01%
58