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
$104M
AUM Growth
+$1.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.36M
3
+$9.29M
4
SMB icon
VanEck Short Muni ETF
SMB
+$4.37M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$2.98M

Top Sells

1
+$14.5M
2
+$9.21M
3
+$6.12M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.61M
5
SLV icon
iShares Silver Trust
SLV
+$4.22M

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 1.15%
3 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
26
Procter & Gamble
PG
$354B
$267K 0.26%
1,678
VUG icon
27
Vanguard Growth ETF
VUG
$195B
$250K 0.24%
571
-50
IWY icon
28
iShares Russell Top 200 Growth ETF
IWY
$15.9B
$246K 0.24%
999
-37
IJR icon
29
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$236K 0.23%
2,160
-85
IEFA icon
30
iShares Core MSCI EAFE ETF
IEFA
$157B
$212K 0.2%
+2,541
ANGL icon
31
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
$208K 0.2%
7,108
-369
SLV icon
32
iShares Silver Trust
SLV
$25.3B
– –
-136,392
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