MWM

MY Wealth Management Portfolio holdings

AUM $114M
1-Year Est. Return 6.44%
This Quarter Est. Return
1 Year Est. Return
+6.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.56M
3
+$1.68M
4
UDEC icon
Innovator US Equity Ultra Buffer ETF December
UDEC
+$203K
5
PTNQ icon
Pacer Trendpilot 100 ETF
PTNQ
+$182K

Top Sells

1
+$2.58M
2
+$291K
3
+$49.9K
4
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$23.6K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$22.1K

Sector Composition

1 Technology 1.75%
2 Consumer Discretionary 1.01%
3 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VV icon
26
Vanguard Large-Cap ETF
VV
$46B
$365K 0.32%
1,187
-4
VYM icon
27
Vanguard High Dividend Yield ETF
VYM
$64.9B
$284K 0.25%
2,014
VUG icon
28
Vanguard Growth ETF
VUG
$195B
$274K 0.24%
571
IWY icon
29
iShares Russell Top 200 Growth ETF
IWY
$15.9B
$273K 0.24%
999
PG icon
30
Procter & Gamble
PG
$354B
$258K 0.23%
1,678
IJR icon
31
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$257K 0.23%
2,160
IEFA icon
32
iShares Core MSCI EAFE ETF
IEFA
$157B
$222K 0.19%
2,541
ANGL icon
33
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
$211K 0.19%
7,108
UDEC icon
34
Innovator US Equity Ultra Buffer ETF December
UDEC
$291M
$203K 0.18%
+5,282
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