MWA
Mills Wealth Advisors Portfolio holdings
AUM
$218M
This Quarter Return
-1.19%
1 Year Return
+10.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(+21%)
Cap. Flow
+$31.5M
Cap. Flow
% of AUM
17.92%
Top 10 Holdings %
Top 10 Hldgs %
69.67%
Holding
67
New
12
Increased
30
Reduced
19
Closed
5
Top Buys
| 1 |
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
|
$17M |
| 2 |
Vanguard Core Bond ETF
VCRB
|
$12.3M |
| 3 |
JPMorgan Municipal ETF
JMUB
|
$3.49M |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
$1.23M |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
$998K |
Top Sells
Sector Composition
| 1 | Energy | 0.58% |
| 2 | Consumer Discretionary | 0.57% |
| 3 | Technology | 0.52% |
| 4 | Financials | 0.45% |
| 5 | Communication Services | 0.15% |
