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
$90.7M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.57M
3
+$4.22M
4
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$391K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$206K

Top Sells

1
+$12.2M
2
+$9.85M
3
+$5.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.67M
5
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$1.96M

Sector Composition

1 Technology 2.46%
2 Consumer Discretionary 1.23%
3 Consumer Staples 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,978
27
– –
-13,538
28
– –
-67,801
29
– –
-65,695
30
– –
-3,371
1
2