My Wealth Management Inc. Portfolio Holdings by Sector
My Wealth Management Inc.
- $100 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IEF TLT IVV SPTS PTLC SHM VGT SLV 22 stocks |
$89,699
95.95% of portfolio
|
  3  
|
  14  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
BSY 1 stocks |
$2,274
2.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$1,229
1.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$281
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|