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
$100M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$2.83M
3
+$1.75M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$26.1K

Top Sells

1
+$3.35M
2
+$2.62M
3
+$1.06M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$42.3K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$34.3K

Sector Composition

1 Technology 2.27%
2 Consumer Discretionary 1.23%
3 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 13.3%
144,071
-371
2
$12.8M 12.82%
147,051
-38,376
3
$10.6M 10.57%
17,982
+4,806
4
$8.22M 8.21%
283,468
-699
5
$7.55M 7.54%
+141,338
6
$6.65M 6.64%
173,104
+45,669
7
$6.56M 6.55%
138,342
-505
8
$5.56M 5.55%
8,934
-68
9
$4.9M 4.89%
186,118
-99,422
10
$4.64M 4.64%
137,620
-156
11
$4.13M 4.12%
17,178
-21
12
$4.1M 4.1%
15,526
-77
13
$2.37M 2.37%
38,055
14
$2.27M 2.27%
48,695
15
$1.23M 1.23%
4,407
16
$1.18M 1.18%
65,896
-586
17
$1.17M 1.17%
13,340
18
$463K 0.46%
3,752
+211
19
$458K 0.46%
6,648
20
$351K 0.35%
2,750
21
$333K 0.33%
1,233
-7
22
$281K 0.28%
1,678
23
$259K 0.26%
2,245
-9
24
$255K 0.25%
621
-14
25
$244K 0.24%
1,036
-19
1
2