MRWM
ML&R Wealth Management Portfolio holdings
AUM
$435M
1-Year Est. Return
22.93%
1 Year Est. Return
+22.93%
AUM
$435M
AUM Growth
-$6.49M
(-1.5%)
Holding
76
Top Buys
| 1 | +$517K | |
| 2 | +$444K | |
| 3 | +$256K | |
| 4 |
Merck
MRK
|
+$236K |
| 5 |
Chevron
CVX
|
+$195K |
Top Sells
| 1 | +$7.15M | |
| 2 | +$5.02M | |
| 3 | +$4.91M | |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
+$3.01M |
| 5 |
Avantis US Equity ETF
AVUS
|
+$2.74M |
Sector Composition
| 1 | Technology | 1.56% |
| 2 | Energy | 0.75% |
| 3 | Healthcare | 0.59% |
| 4 | Financials | 0.45% |
| 5 | Consumer Discretionary | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Avantis International Equity ETF
AVDE
$9.58B
| – | – |
-12,154
|
|