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
$92.6M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$332K
2 +$223K
3 +$95.1K
4
VV icon
Vanguard Large-Cap ETF
VV
+$23.6K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$16.3K

Sector Composition

1 Technology 2.15%
2 Consumer Discretionary 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$237K 0.26%
625
27
$223K 0.24%
+8,262
28
-2,862