MWM
Modern Wealth Management Portfolio holdings
AUM
$4.01B
1-Year Est. Return
12.02%
1 Year Est. Return
+12.02%
AUM
$3.13B
AUM Growth
+$450M
(+17%)
Holding
702
Top Buys
| 1 | +$56.4M | |
| 2 | +$53.1M | |
| 3 | +$31.8M | |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$23.6M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$21.3M |
Top Sells
| 1 | +$64M | |
| 2 | +$63.6M | |
| 3 | +$11.3M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$10.7M |
| 5 |
WisdomTree US MidCap Dividend Fund
DON
|
+$9.35M |
Sector Composition
| 1 | Technology | 6.98% |
| 2 | Financials | 3.7% |
| 3 | Industrials | 2.06% |
| 4 | Healthcare | 1.94% |
| 5 | Energy | 1.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
State Street SPDR S&P Dividend ETF
SDY
$19.9B
| – | – |
-2,139
|
|
||
702
Simplify US Equity PLUS Convexity ETF
SPYC
$94.2M
| – | – |
-5,556
|
|