MWM

MY Wealth Management Portfolio holdings

AUM $115M
1-Year Est. Return 9.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.74%
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
+$7.19M
2
+$5.92M
3
+$4.35M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$3.08M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.94M

Top Sells

1
+$7.21M
2
+$5.53M
3
+$4.71M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$3.56M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.69M

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
– –
-6,045
28
– –
-1,169
29
– –
-195,470
30
– –
-108,068
1
2