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
$106M
AUM Growth
+$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$3.2M
3
+$2.56M
4
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$292K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$256K

Top Sells

1
+$4.88M
2
+$4.86M
3
+$4.19M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.05M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$2.05M

Sector Composition

1 Technology 2.39%
2 Consumer Discretionary 1%
3 Consumer Staples 0.23%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$246K 0.23%
1,678
27
– –
-146,605
28
– –
-71,527
29
– –
-41,001
30
– –
-2,773
1
2