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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
$95M
AUM Growth
-$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$5.92M
3
+$3.9M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.51M
5
AAPL icon
Apple
AAPL
+$544K

Top Sells

1
+$7.39M
2
+$4.23M
3
+$2.1M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.46M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$1.25M

Sector Composition

1 Technology 2.75%
2 Consumer Discretionary 2.27%
3 Healthcare 1.83%
4 Financials 1.64%
5 Communication Services 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IHI icon
176
iShares US Medical Devices ETF
IHI
$3.18B
$6K 0.01%
120
RIOT icon
177
Riot Platforms
RIOT
$7.93B
$6K 0.01%
1,519
-698
URTY icon
178
ProShares UltraPro Russell2000
URTY
$341M
$6K 0.01%
146
FRE.PRL
179
DELISTED
FREDDIE MAC VR RATE NON-CUM PF
FRE.PRL
$6K 0.01%
1,238
-1,237
BBC icon
180
Virtus Biotech Clinical Trials ETF
BBC
$53.2M
$5K 0.01%
217
-216
BLCN icon
181
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$34.8M
$5K 0.01%
194
HDV
182
iShares Core High Dividend ETF
HDV
$13.8B
$5K 0.01%
265
IGRO icon
183
iShares International Dividend Growth ETF
IGRO
$1.26B
$5K 0.01%
86
IJR icon
184
iShares Core S&P Small-Cap ETF
IJR
$109B
$5K 0.01%
54
IJS icon
185
iShares S&P Small-Cap 600 Value ETF
IJS
$8B
$5K 0.01%
54
IJT icon
186
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.2B
$5K 0.01%
46
IONS icon
187
Ionis Pharmaceuticals
IONS
$9.63B
$5K 0.01%
133
ITA icon
188
iShares US Aerospace & Defense ETF
ITA
$14.2B
$5K 0.01%
46
IWO icon
189
iShares Russell 2000 Growth ETF
IWO
$15B
$5K 0.01%
22
MJ icon
190
Amplify Alternative Harvest ETF
MJ
$105M
$5K 0.01%
76
-76
PEY icon
191
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.11B
$5K 0.01%
264
SCHE icon
192
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
$5K 0.01%
188
SPSM icon
193
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.6B
$5K 0.01%
143
UGI icon
194
UGI
UGI
$7.68B
$5K 0.01%
122
VWO icon
195
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$5K 0.01%
115
XSMO icon
196
Invesco S&P SmallCap Momentum ETF
XSMO
$3.03B
$5K 0.01%
124
EPD icon
197
Enterprise Products Partners
EPD
$80.6B
$4K ﹤0.01%
180
IRBT
198
DELISTED
iRobot
IRBT
$4K ﹤0.01%
119
-119
PSP icon
199
Invesco Global Listed Private Equity ETF
PSP
$224M
$4K ﹤0.01%
77
SCZ icon
200
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.2B
$4K ﹤0.01%
78
6 7
8
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