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
$93.2M
AUM Growth
+$649K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$8.14M
2 +$5.42M
3 +$4.79M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$3.73M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$960K

Sector Composition

1 Technology 1.89%
2 Consumer Discretionary 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-329,393
27
-52,940