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
$93.2M
AUM Growth
+$649K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$7.52M
3
+$2.57M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.13M
5
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$1.38M

Top Sells

1
+$8.14M
2
+$5.42M
3
+$4.79M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$3.73M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$960K

Sector Composition

1 Technology 1.89%
2 Consumer Discretionary 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 14.96%
85,278
-312
2
$13.3M 14.3%
775,058
+756,743
3
$9.3M 9.97%
30,255
+420
4
$7.74M 8.3%
294,883
+286,621
5
$7.61M 8.17%
100,603
+33,913
6
$5.35M 5.74%
52,221
+20,820
7
$5.02M 5.39%
29,381
+747
8
$4.12M 4.42%
21,904
-4,533
9
$3.62M 3.89%
51,924
-77
10
$3.23M 3.46%
54,212
+532
11
$3.06M 3.28%
83,838
+28,886
12
$2.9M 3.11%
156,787
+74,346
13
$2.73M 2.92%
13,974
+45
14
$2.04M 2.19%
70,505
+19,626
15
$2.03M 2.17%
41,129
-19,487
16
$2M 2.14%
45,575
-2,770
17
$1.76M 1.89%
57,508
-2,200
18
$711K 0.76%
5,072
19
$668K 0.72%
13,340
20
$589K 0.63%
13,538
-85,654
21
$375K 0.4%
8,135
-103,838
22
$339K 0.36%
3,576
-242
23
$321K 0.34%
7,640
-61
24
$245K 0.26%
1,145
-201
25
$224K 0.24%
625
1
2