MRWM
ML&R Wealth Management Portfolio holdings
AUM
$435M
1-Year Est. Return
22.93%
1 Year Est. Return
+22.93%
AUM
$442M
AUM Growth
+$58.7M
(+15%)
Holding
76
Top Buys
| 1 | +$2.17M | |
| 2 | +$1.68M | |
| 3 | +$1.63M | |
| 4 |
Dimensional International Value ETF
DFIV
|
+$1.57M |
| 5 |
Dimensional US Equity ETF
DFUS
|
+$1.42M |
Top Sells
| 1 | +$335K | |
| 2 | +$294K | |
| 3 | +$216K | |
| 4 |
Merck
MRK
|
+$212K |
| 5 |
Air Products & Chemicals
APD
|
+$202K |
Sector Composition
| 1 | Technology | 1.74% |
| 2 | Energy | 0.51% |
| 3 | Consumer Discretionary | 0.5% |
| 4 | Financials | 0.5% |
| 5 | Healthcare | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Air Products & Chemicals
APD
$56.4B
| – | – |
-714
|
|