MY Wealth Management Inc. Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for MY Wealth Management Inc. with $114.0M in long positions as of Q3 2025, 97% allocated to ETF, and 71% concentrated in top 10 positions.
- Portfolio Value
- $114.0M
- Top 10 Concentration
- 71%
- Top Sector
- ETF (97%)
- US Exposure
- 100%
- Market Cap Focus
- N/A
- Countries
- 1
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
4 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 6.9 quarters
- Avg. Top 20
- 7.9 quarters
- Avg. All Positions
- 9.4 quarters
- Median Holding Period
- 12.5 quarters
- Persistence Rate
- 67.65%
- Persistent Holdings Weight
- 47.41%
- Persistent Positions
- 23
- Longest Held
Vanguard Large-Cap ETFVV - 15 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 1.75%
- Avg. Position Weight
- 2.94%
- Largest Position
Pacer Trendpilot US Large Cap ETFPTLC - 11.25%- Largest Ownership Stake
Bentley Systems, Incorporated Class B Common StockBSY - 0.01%- Avg. Ownership Stake
- 0.008%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q4 2021)
- Avg. New Position
- 3.65%
- Avg. Ownership Stake
- 0.006%
- Largest Position
VanEck Preferred Securities ex Financials ETFPFXF - 20.07% (Q4 2022)- Largest Ownership Stake
- Bentley Systems, Incorporated Class B Common StockBSY - 0.02% (Q4 2021)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 4.9%
- Value Traded
- $5.59M
- Positions Added
- 3
- Positions Exited
- 0
Historical (Since Q4 2021)
- Avg. Turnover Ratio
- 16.9%
- Avg. Positions Added
- 3
- Avg. Positions Exited
- 2
- Highest Turnover
- 50.0%Q4 2021
- Lowest Turnover
- 0.7%Q2 2022