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
$99.9M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$9.58M
2 +$4.98M
3 +$4.81M
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$4.44M
5
SLV icon
iShares Silver Trust
SLV
+$3.19M

Top Sells

1 +$4.21M
2 +$89.6K
3 +$10.8K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.75K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.48K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$357K 0.36%
7,411
27
$286K 0.29%
1,145
28
-65,749