My Wealth Management Inc. Portfolio Holdings by Sector
My Wealth Management Inc.
- $87.8 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
TLT IEF IVV SHM SPTS SLV VGT GCOW 20 stocks |
$79,654
95.85% of portfolio
|
  9  
|
  9  
|
  2  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
BSY 1 stocks |
$2,109
2.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$1,065
1.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$276
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|