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

Top Buys

1
+$14M
2
+$7.93M
3
+$2.72M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.34M
5
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$1.56M

Top Sells

1
+$8.14M
2
+$5.42M
3
+$4.9M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$3.92M
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
1
2