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
$99.9M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$4.98M
3
+$4.81M
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$4.44M
5
SLV icon
iShares Silver Trust
SLV
+$3.19M

Top Sells

1
+$4.21M
2
+$89.6K
3
+$10.8K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.75K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.48K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 16.45%
930,589
+142,228
2
$10.2M 10.23%
364,586
+65,891
3
$9.58M 9.6%
+90,080
4
$8.13M 8.14%
21,095
-28
5
$5.13M 5.14%
12,491
+3
6
$4.98M 4.98%
+69,601
7
$4.81M 4.82%
+149,617
8
$4.44M 4.45%
+132,142
9
$4.41M 4.41%
20,899
-425
10
$4.35M 4.36%
57,660
+1
11
$4.3M 4.31%
222,362
+136,949
12
$3.26M 3.27%
17,217
+69
13
$3.19M 3.2%
+144,379
14
$3.1M 3.1%
103,507
+9,808
15
$2.78M 2.79%
55,600
-115
16
$2.09M 2.1%
48,718
17
$2.06M 2.06%
70,354
-85
18
$2.02M 2.03%
40,775
-44
19
$842K 0.84%
5,072
20
$739K 0.74%
13,340
21
$629K 0.63%
13,538
22
$545K 0.55%
5,637
+59
23
$401K 0.4%
2,145
-8
24
$387K 0.39%
8,135
25
$380K 0.38%
3,599
1
2