MW

MY Wealth Management Inc.

13F
MY Wealth Management Inc.
Last update 2024-11-07 26 Stocks (3 new)
Value $99.00 Mil Turnover 13 %
Countries:
Top Holdings: TLT(18.45%)IEF(14.38%)SPTS(8.48%)SLV(8.23%)IVV(7.71%)
Portfolio Report
Summary Stock Picks Current Portfolio
MY Wealth Management Inc. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TLT 		iShares 20+ Year Treasury Bond ETF
185,427
18190.050
+3.10%
18.450
+0.55%
0.030
-6.21%
-8.36%
59274.775
 
IEF 		iShares 7-10 Year Treasury Bond ETF
144,442
14172.300
+59.73%
14.380
+5.38%
0.040
-3.73%
-3.19%
32970.140
 
SPTS 		SPDR Portfolio Short Term Treasury ETF
284,167
8357.350
+54.41%
8.480
+2.99%
0.140
-0.70%
-0.26%
5699.092
 
SLV 		iShares Silver Trust
285,540
8112.190
+44.66%
8.230
+2.54%
0.050
+10.14%
+28.90%
14702.878
 
IVV 		iShares Core S&P 500 ETF
13,176
7600.180
+0.34%
7.710
+0.03%
0.000
+11.85%
+25.54%
565784.630
 
SHM 		SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
138,847
6684.100
-0.52%
6.780
-0.04%
0.180
-0.13%
-0.27%
3696.855
 
VGT 		Vanguard Information Technology ETF
9,002
5279.850
-0.32%
5.360
-0.02%
0.010
+15.70%
+28.71%
74135.781
 
GCOW 		Pacer Global Cash Cows Dividend ETF
137,776
5027.400
-0.09%
5.100
0%
0.240
-0.36%
+0.60%
2004.453
 
QDPL 		Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
127,435
4837.270
-0.60%
4.910
-0.03%
0.810
+9.53%
+19.30%
623.864
 
VO 		Vanguard Mid-Cap ETF
15,603
4116.450
+1.95%
4.180
+0.08%
0.010
+13.66%
+18.98%
66472.053
 

MY Wealth Management Inc.'s Historical Top Holdings Breakdowns

MY Wealth Management Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IEF 		iShares 7-10 Year Treasury Bond ETF2024-09-30Add
+5.38%
●
92.67 ($96.67) 99.14
$93.35
-3.43%
Add 59.73%
144,442
54,013
PFXF 		VanEck Preferred Securities ex Financials ETF2024-09-30Sold Out
-3.35%
●
17.02 ($17.61) 18.42
$18.00
2.21%
Sold Out
0
-170,154
ANGL 		VanEck Vectors Fallen Angel High Yield Bond ETF2024-09-30Reduce
-3.14%
●
28.11 ($28.91) 29.42
$28.99
0.28%
Reduce -92.74%
7,635
-97,492
SPTS 		SPDR Portfolio Short Term Treasury ETF2024-09-30Add
+2.99%
●
28.75 ($29.18) 29.45
$28.97
-0.72%
Add 54.41%
284,167
100,138
SLV 		iShares Silver Trust2024-09-30Add
+2.54%
●
24.33 ($26.87) 29.38
$28.07
4.47%
Add 44.66%
285,540
88,157
TLT 		iShares 20+ Year Treasury Bond ETF2024-09-30Add
+0.55%
●
89.91 ($96.43) 101.33
$90.67
-5.98%
Add 3.1%
185,427
5,568
BSY 		Bentley Systems Inc2024-09-30Add
+0.31%
●
44.79 ($49.23) 51.95
$49.38
0.30%
Add 13.91%
48,695
5,948
VGLT 		Vanguard Long-Term Government Bond ETF2024-09-30Reduce
-0.29%
●
56.52 ($60.42) 63.23
$57.08
-5.53%
Reduce -20.58%
17,152
-4,444
IJR 		iShares Core S&P Small-Cap ETF2024-09-30New Buy
+0.27%
●
105.53 ($112.98) 118.34
$124.32
10.04%
New holding
2,254
2,254
VUG 		Vanguard Growth ETF2024-09-30New Buy
+0.25%
●
341.08 ($371.89) 391.94
$408.80
9.92%
New holding
635
635

MY Wealth Management Inc. Total Holding History ($B)

To

MY Wealth Management Inc.'s Asset Allocation

To

MY Wealth Management Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MY Wealth Management Inc.'s Hypothetical Growth since 2024-09-30

MY Wealth Management Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

MY Wealth Management Inc.'s Holdings Heat Map

Size field:

MY Wealth Management Inc.'s Holdings Bubble Chart

MY Wealth Management Inc. News

  • 1

Discussions on MY Wealth Management Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.