MWA
Mills Wealth Advisors Portfolio holdings
AUM
$218M
This Quarter Return
+5.05%
1 Year Return
+10.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
(+3.8%)
Cap. Flow
+$372K
Cap. Flow
% of AUM
0.27%
Top 10 Holdings %
Top 10 Hldgs %
69.04%
Holding
58
New
7
Increased
19
Reduced
22
Closed
4
Top Buys
| 1 |
Vanguard Core Bond ETF
VCRB
|
$4.67M |
| 2 |
Grayscale Bitcoin Trust
GBTC
|
$2.04M |
| 3 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
$1.62M |
| 4 |
JPMorgan Municipal ETF
JMUB
|
$1.38M |
| 5 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
$1.05M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 0.6% |
| 2 | Technology | 0.42% |
| 3 | Healthcare | 0.36% |
| 4 | Energy | 0.28% |
| 5 | Financials | 0.22% |
