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
$110M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$590K
3
+$522K
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$412K
5
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$312K

Top Sells

1
+$342K
2
+$77.3K
3
+$62.5K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$61.3K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$32K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.79%
3 Healthcare 0.28%
4 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$370K 0.34%
3,486
-113
27
$324K 0.3%
1,145
28
$302K 0.28%
+2,773
29
$255K 0.23%
+1,678
1
2