MWM

MY Wealth Management Portfolio holdings

AUM $115M
1-Year Est. Return 9.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.74%
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
+$9.26M
3
+$8.9M
4
SMB icon
VanEck Short Muni ETF
SMB
+$4.33M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$2.87M

Top Sells

1
+$14.4M
2
+$9.1M
3
+$6.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.27M
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
26
$267K 0.26%
1,678
27
$250K 0.24%
571
-50
28
$246K 0.24%
999
-37
29
$236K 0.23%
2,160
-85
30
$212K 0.2%
+2,541
31
$208K 0.2%
7,108
-369
32
– –
-136,392
1
2