MWM
MTC Wealth Management Portfolio holdings
AUM
$208M
This Quarter Return
+4.26%
1 Year Return
+8.03%
3 Year Return
+22.2%
5 Year Return
–
10 Year Return
–
AUM
$236M
AUM Growth
–
Cap. Flow
+$236M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
95.25%
Holding
14
New
14
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$42.6M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$31.3M |
| 3 |
Vanguard Value ETF
VTV
|
$31.1M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$29.2M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$19.3M |
Top Sells
No sells this quarter
