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
$101M
AUM Growth
-$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$318K
2 +$710

Sector Composition

1 Technology 2.43%
2 Consumer Discretionary 0.92%
3 Healthcare 0.27%
4 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$312K 0.31%
1,145
27
$294K 0.29%
2,842
-644
28
$269K 0.27%
2,773
29
$245K 0.24%
1,678