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
$125M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.94%
2 Consumer Discretionary 2.3%
3 Technology 2.23%
4 Healthcare 1.67%
5 Communication Services 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$8K 0.01%
+158
202
$8K 0.01%
+49
203
$8K 0.01%
+194
204
$7K 0.01%
+71
205
$7K 0.01%
+273
206
$7K 0.01%
+124
207
$6K ﹤0.01%
+86
208
$6K ﹤0.01%
+54
209
$6K ﹤0.01%
+54
210
$6K ﹤0.01%
+46
211
$6K ﹤0.01%
+22
212
$6K ﹤0.01%
+264
213
$6K ﹤0.01%
+77
214
$6K ﹤0.01%
+188
215
$6K ﹤0.01%
+78
216
$6K ﹤0.01%
+143
217
$6K ﹤0.01%
+122
218
$6K ﹤0.01%
+115
219
$5K ﹤0.01%
+92
220
$5K ﹤0.01%
+300
221
$5K ﹤0.01%
+53
222
$5K ﹤0.01%
+46
223
$5K ﹤0.01%
+72
224
$4K ﹤0.01%
+180
225
$4K ﹤0.01%
+133