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
$98.6M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$5.3M
2 +$2.95M
3 +$2.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$546K
5
BSY icon
Bentley Systems
BSY
+$302K

Sector Composition

1 Technology 2.51%
2 Consumer Discretionary 1.11%
3 Consumer Staples 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$224K 0.23%
7,635
-97,492
27
-170,154