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
$65.6M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$4.56M
2 +$2.68M
3 +$739K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$528K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$491K

Top Sells

1 +$14.5M
2 +$7.61M
3 +$5.35M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.06M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.92M

Sector Composition

1 Technology 2.74%
2 Consumer Discretionary 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-100,603
27
-83,838