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
$100M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$7.55M
2 +$2.83M
3 +$1.75M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$26.1K

Sector Composition

1 Technology 2.27%
2 Consumer Discretionary 1.23%
3 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$219K 0.22%
7,635
27
-17,152