MWM
MY Wealth Management Portfolio holdings
AUM $104M
This Quarter Return
-0.51%
1 Year Return
+7.05%
3 Year Return
+26.96%
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
+$3.21M (+3%)
Cap. Flow
+$3.95M
Cap. Flow % of AUM
3.82%
Top 10 Holdings %Top 10 Hldgs %
82.05%
Holding
27
New
1
Increased
6
Reduced
10
Closed
1
Top Buys
| 1 | $2.24M | |
| 2 | $1.93M | |
| 3 | $1.73M | |
| 4 | $1.3M | |
| 5 | $59.3K |
Top Sells
| 1 | $1.54M | |
| 2 | $1.18M | |
| 3 | $168K | |
| 4 | $130K | |
| 5 | $126K |
Sector Composition
| 1 | Technology | 1.69% |
| 2 | Consumer Discretionary | 1.02% |
| 3 | Consumer Staples | 0.28% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $216K | 0.21% | 7,477 -158 | -2% | -$4.56K | |||
| – | – | -65,896 | Closed | -$1.18M |
