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

Top Buys

1
+$4.58M
2
+$2.72M
3
+$740K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$535K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$490K

Top Sells

1
+$14.6M
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
+$2.98M

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
1
2