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  Name: MY Wealth Management Inc.
  City: GERMANTOWN
  State: MD
  Zip: 20876
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $90,654,000
  Total Value Change : $-15,637,000
  Securities Held Change : -1
   
All Securities Held : 25
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 3
  Unchanged Positions : 3
  Decreased Positions : 16

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Holdings Found : 16     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 1 - $91.12 $16,844,000 178,018 18.58% -1,676,000 -9,276 0.016    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 3 - $532.75 $6,986,000 13,289 7.71% -1,784,000 -5,072 0    Closed - End Fund - E...
   (GCOW)1 Year Chart         GCOW Pacer Global Cash Cows Divi... 5 - $0.00 $4,745,000 136,738 5.23% -235,000 -8,584 0.301    N/A
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 7 - $539.30 $4,593,000 8,759 5.07% -8,741,000 -18,791 0.001    Closed - End Fund - E...
   (ANGL)1 Year Chart         ANGL Vaneck Vectors Fallen Angel... 8 - $28.70 $4,577,000 157,736 5.05% -1,896,000 -67,164 0.102    N/A
   (PFXF)1 Year Chart         PFXF Market Vectors Preferred Se... 9 - $17.52 $4,560,000 257,780 5.03% -11,727,000 -690,219 0.65    N/A
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 10 - $28.98 $4,547,000 199,861 5.02% -1,286,000 -67,975 0.033    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 12 - $248.87 $3,781,000 15,133 4.17% -1,377,000 -7,038 0.008    Closed - End Fund - E...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 13 - $225.86 $3,776,000 16,517 4.17% -302,000 -2,599 0.009    Closed - End Fund - E...
   (BSY)1 Year Chart         BSY Bentley Systems Inc 15 - $57.05 $2,232,000 42,747 2.46% -312,000 -6,000 0.016    N/A
   (MAR)1 Year Chart         MAR Marriott International Inc 16 - $240.33 $1,112,000 4,407 1.23% 45,000 -325 0.001    Lodging
   (PXMG)1 Year Chart         PXMG Invesco Russell Midcap Pure... 18 - $116.21 $429,000 3,736 0.47% 79,000 -165 0.012    Closed - End Fund - Debt
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 20 - $120.86 $341,000 2,818 0.38% 25,000 -12 0.001    Closed - End Fund - Debt
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 21 - $62.35 $335,000 5,448 0.37% -78,000 -1,948 0.001    Closed - End Fund - E...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 23 - $110.22 $249,000 2,254 0.27% -434,000 -4,055 0    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 24 - $352.48 $219,000 635 0.24% -115,000 -439 0    Closed - End Fund - E...
      16 Records Found
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