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
$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
$20K 0.02%
285
177
$19K 0.02%
1,079
178
$19K 0.02%
529
179
$19K 0.02%
437
180
$18K 0.01%
134
181
$18K 0.01%
381
182
$17K 0.01%
433
183
$17K 0.01%
522
184
$16K 0.01%
179
185
$16K 0.01%
404
186
$16K 0.01%
238
187
$15K 0.01%
460
188
$15K 0.01%
122
189
$15K 0.01%
146
190
$14K 0.01%
137
191
$14K 0.01%
158
192
$13K 0.01%
124
193
$13K 0.01%
196
194
$13K 0.01%
1,383
195
$12K 0.01%
207
196
$9K 0.01%
41
197
$9K 0.01%
174
198
$9K 0.01%
196
199
$9K 0.01%
2,475
200
$8K 0.01%
49