MW
| |
MILESTONE WEALTH, LLC13F | |
| MILESTONE WEALTH, LLC | |
| Last update 2022-11-17 | 227 Stocks (5 new) |
| Value $84.00 Mil | Turnover 2 % |
MILESTONE WEALTH, LLC Top Holdings of 2022-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 221,513 | 15,735.0 | -3.16% | 18.790 | -0.61% | 0.160 | -2.73% | -0.49% | 13,011.1 | ||
GCOR | Goldman Sachs Access U.S. Aggregate Bond ETF | 357,133 | 14,604.0 | -1.52% | 17.440 | -0.27% | 3.470 | +0.18% | +1.75% | 346.8 | ||
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 135,573 | 6,617.0 | -1.22% | 7.900 | -0.10% | 0.910 | -3.06% | -0.64% | 2,542.4 | ||
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 239,068 | 5,916.0 | -0.96% | 7.060 | -0.07% | 0.240 | +9.77% | +17.28% | 3,973.7 | ||
GSSC | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | 75,220 | 3,803.0 | -1.97% | 4.540 | -0.09% | 0.940 | -5.08% | -6.25% | 523.6 | ||
GIGB | Goldman Sachs Access Investment Grade Corporate Bond ETF | 61,636 | 2,659.0 | -0.36% | 3.170 | -0.01% | 0.520 | -0.25% | +1.27% | 680.6 | ||
GTIP | Goldman Sachs Access Inflation Protected USD Bond ETF | 51,545 | 2,457.0 | -1.85% | 2.930 | -0.06% | 1.790 | +0.73% | +2.87% | 145.4 | ||
GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | 19,059 | 1,904.0 | +0.03% | 2.270 | 0% | 0.050 | +1.03% | +1.54% | 6,166.0 | ||
SPY | S&P 500 ETF TRUST ETF | 5,032 | 1,798.0 | 0% | 2.150 | 0% | 0.000 | -2.95% | -0.65% | 591,915.6 | ||
EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | 19,683 | 1,570.0 | -1.05% | 1.870 | -0.02% | 0.010 | +0.36% | +2.87% | 13,044.5 |
MILESTONE WEALTH, LLC's Historical Top Holdings Breakdowns
MILESTONE WEALTH, LLC Total Holding History ($B)
MILESTONE WEALTH, LLC's Asset Allocation
MILESTONE WEALTH, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MILESTONE WEALTH, LLC's Hypothetical Growth since 2022-09-30
MILESTONE WEALTH, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MILESTONE WEALTH, LLC's Holdings Heat Map
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MILESTONE WEALTH, LLC's Holdings Bubble Chart
MILESTONE WEALTH, LLC News
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