MWM
MY Wealth Management Portfolio holdings
AUM
$104M
This Quarter Return
+4.38%
1 Year Return
+7.05%
3 Year Return
+26.96%
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.93%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.54% |
| 2 | Consumer Discretionary | 0.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core S&P 500 ETF
IVV
$657B
| $298K | 0.26% |
+625
| New | +$298K |
|
27
iShares Russell Top 200 Growth ETF
IWY
$14.7B
| $203K | 0.18% |
+1,169
| New | +$203K |
|