My Wealth Management Inc. Portfolio Holdings by Sector
My Wealth Management Inc.
- $98.6 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
TLT IEF SPTS SLV IVV SHM VGT GCOW 22 stocks |
$89,878
95.88% of portfolio
|
  11  
|
  8  
|
  3  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
BSY 1 stocks |
$2,474
2.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$1,095
1.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$290
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|