MW
Milestone Wealth Portfolio holdings
AUM
$89.5M
This Quarter Return
-5.94%
1 Year Return
-17.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(-1.5%)
Cap. Flow
-$1.82M
Cap. Flow
% of AUM
-1.48%
Top 10 Holdings %
Top 10 Hldgs %
66.58%
Holding
245
New
–
Increased
–
Reduced
11
Closed
–
Top Buys
No buys this quarter
Top Sells
Sector Composition
| 1 | Financials | 4% |
| 2 | Consumer Discretionary | 2.33% |
| 3 | Technology | 2.27% |
| 4 | Healthcare | 1.7% |
| 5 | Communication Services | 1.13% |
