MMPW

Mitchell McLeod Pugh & Williams Portfolio holdings

AUM $622M
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1 +$9.55M
2 +$4.58M
3 +$4.42M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.29M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.37M

Top Sells

1 +$1.09M
2 +$1.08M
3 +$650K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$583K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$478K

Sector Composition

1 Technology 18.94%
2 Financials 9.09%
3 Industrials 5.14%
4 Consumer Discretionary 4.92%
5 Healthcare 4.87%