Portfolio (Quarterly)
Guide ↗
MY Wealth Management Inc.
· CIK 0001827845| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PTNQ | PACER FDS TR | — | 128,858 | $10.1M | 8.83% | SOLD |
| 2 | HEGD | LISTED FDS TR | — | 384,483 | $9.7M | 8.45% | SOLD |
| 3 | ICSH | ISHARES TR | — | 184,351 | $9.3M | 8.13% | SOLD |
| 4 | SMB | VANECK ETF TRUST | — | 212,012 | $3.7M | 3.22% | SOLD |
| 5 | HYMB | SPDR SERIES TRUST | — | 146,700 | $3.7M | 3.19% | SOLD |
| 6 | RVNU | DBX ETF TR | — | 93,752 | $2.3M | 2.00% | SOLD |
| 7 | IEI | ISHARES TR | — | 15,756 | $1.9M | 1.64% | SOLD |
| 8 | MUB | ISHARES TR | — | 17,182 | $1.8M | 1.60% | SOLD |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | — | 3,950 | $247K | 0.21% | SOLD |
| 10 | VONG | VANGUARD SCOTTSDALE FDS | — | 1,981 | $241K | 0.21% | SOLD |
| 11 | IEFA | ISHARES TR | — | 2,541 | $227K | 0.20% | SOLD |
| 12 | UDEC | INNOVATOR ETFS TRUST | — | 5,282 | $209K | 0.18% | SOLD |
Sector Allocation
Financial Services
57.8%
Technology
23.9%
Consumer Cyclical
14.4%
Consumer Defensive
3.9%