MWM
MY Wealth Management Portfolio holdings
AUM
$115M
1-Year Est. Return
9.74%
This Fund
S&P 500
1 Year Est. Return
+9.74%
AUM
$115M
AUM Growth
+$724K
(+0.63%)
Holding
37
Top Buys
| 1 | +$6.45M | |
| 2 | +$3.68M | |
| 3 | +$242K | |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$242K |
| 5 |
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
|
+$57.6K |
Top Sells
| 1 | +$6.62M | |
| 2 | +$872K | |
| 3 | +$710K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$416K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$372K |
Sector Composition
| 1 | Technology | 1.29% |
| 2 | Consumer Discretionary | 1.19% |
| 3 | Consumer Staples | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
| $478K | 0.42% |
9,953
|
|
||
27
Vanguard Large-Cap ETF
VV
$46.5B
| $365K | 0.32% |
1,161
-26
|
|
||
28
Vanguard High Dividend Yield ETF
VYM
$72.5B
| $289K | 0.25% |
2,014
|
|
||
29
Vanguard Growth ETF
VUG
$194B
| $279K | 0.24% |
571
|
|
||
30
iShares Russell Top 200 Growth ETF
IWY
$15.4B
| $277K | 0.24% |
999
|
|
||
31
iShares Core S&P Small-Cap ETF
IJR
$92.1B
| $260K | 0.23% |
2,160
|
|
||
32
Vanguard FTSE Developed Markets ETF
VEA
$204B
| $247K | 0.22% |
+3,950
|
|
||
|
33
Vanguard Russell 1000 Growth ETF
VONG
$36.3B
| $241K | 0.21% |
+1,981
|
|
||
34
Procter & Gamble
PG
$357B
| $240K | 0.21% |
1,678
|
|
||
35
iShares Core MSCI EAFE ETF
IEFA
$170B
| $227K | 0.2% |
2,541
|
|
||
|
UDEC
36
Innovator US Equity Ultra Buffer ETF December
UDEC
$298M
| $209K | 0.18% |
5,282
|
|
||
37
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.09B
| $209K | 0.18% |
7,108
|
|