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
$103M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$2.24M
2 +$1.93M
3 +$1.73M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$59.3K

Sector Composition

1 Technology 1.69%
2 Consumer Discretionary 1.02%
3 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$216K 0.21%
7,477
-158
27
-65,896