WMWM
Whitaker-Myers Wealth Managers Portfolio holdings
AUM
$397M
This Quarter Return
+6.83%
1 Year Return
+16.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.39%
Holding
68
New
68
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$18.3M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$7.95M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$5.81M |
| 4 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$4.93M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$4.54M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.33% |
| 2 | Consumer Discretionary | 0.4% |
| 3 | Financials | 0.22% |
