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
201
$8K 0.01%
120
202
$8K 0.01%
232
203
$8K 0.01%
158
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