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
$108M
AUM Growth
-$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$5.74M
3
+$4.17M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$3.12M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.96M

Top Sells

1
+$7.21M
2
+$5.45M
3
+$4.77M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$3.56M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.7M

Sector Composition

1 Technology 2.44%
2 Consumer Discretionary 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$250K 0.23%
+2,862
27
– –
-108,068
28
– –
-6,045
29
– –
-1,169
30
– –
-195,470
1
2