MYIA
Mount Yale Investment Advisors Portfolio holdings
AUM
$1.28B
1-Year Est. Return
17.56%
1 Year Est. Return
+17.56%
AUM
$1.17B
AUM Growth
-$71.3M
(-5.8%)
Holding
581
Top Buys
| 1 | +$4.75M | |
| 2 | +$2.73M | |
| 3 | +$1.94M | |
| 4 |
Global X Silver Miners ETF NEW
SIL
|
+$1.88M |
| 5 |
Linde
LIN
|
+$1.36M |
Top Sells
| 1 | +$7.67M | |
| 2 | +$6.48M | |
| 3 | +$3.33M | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$3.27M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.01M |
Sector Composition
| 1 | Technology | 22.74% |
| 2 | Financials | 8.54% |
| 3 | Communication Services | 6.37% |
| 4 | Healthcare | 6.36% |
| 5 | Consumer Discretionary | 5.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
Weatherford International
WFRD
$5.4B
| – | – |
-2,853
|
|
||
577
Wheaton Precious Metals
WPM
$44.1B
| – | – |
0
|
|
||
578
TeraWulf
WULF
$6.61B
| – | – |
-14,030
|
|
||
579
Rubrik
RBRK
$15B
| – | – |
-4,344
|
|
||
|
SUM
580
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| – | – |
-7,411
|
|
||
|
ORAN
581
DELISTED
Orange
ORAN
| – | – |
-23,101
|
|