MWM
Magnolia Wealth Management LLC Portfolio
Invests via Magnolia Wealth Management LLC | Managed by Aryn Sands
Invests via Magnolia Wealth Management LLC
Managed by Aryn Sands
Automatically Tracked
Company Profile
Magnolia Wealth Management LLC operates at the intersection of personalized financial advisory and comprehensive wealth management. This firm caters to high-net-worth individuals and families, emphasizing tailored solutions that align with clients' specific goals. Their expertise spans investment consulting, estate planning, and tax optimization, enhancing client portfolios through strategic guidance. The company is positioned within a competitive landscape where it leverages deep market insights to offer distinctive advice in the evolving financial sector. By maintaining a focus on holistic wealth strategies, Magnolia has built a reputable presence among affluent clientele seeking diligent stewardship over their assets.
Magnolia Wealth Management LLC operates at the intersection of personalized financial advisory and comprehensive wealth management. This firm caters to high-net-worth individuals and families, emphasizing tailored solutions that align with clients' specific goals. Their expertise spans investment consulting, estate planning, and tax optimization, enhancing client portfolios through strategic guidance. The company is positioned within a competitive landscape where it leverages deep market insights to offer distinctive advice in the evolving financial sector. By maintaining a focus on holistic wealth strategies, Magnolia has built a reputable presence among affluent clientele seeking diligent stewardship over their assets.
Investment Philosophy & Strategy
In a dynamic financial environment, Magnolia Wealth Management LLC emphasizes a personalized investment strategy that caters specifically to the aspirations of high-net-worth individuals. The firm employs an analytical approach that incorporates both qualitative insights and quantitative analysis to inform decision-making. By prioritizing long-term relationships with clients, it fosters trust and ensures alignment with evolving financial needs. Tailored wealth strategies reflect an understanding of client objectives, while adaptive portfolio management seeks opportunities for growth amidst market fluctuations. Ultimately, this investment firm champions bespoke solutions that strive for sustainable performance across diverse asset classes.
In a dynamic financial environment, Magnolia Wealth Management LLC emphasizes a personalized investment strategy that caters specifically to the aspirations of high-net-worth individuals. The firm employs an analytical approach that incorporates both qualitative insights and quantitative analysis to inform decision-making. By prioritizing long-term relationships with clients, it fosters trust and ensures alignment with evolving financial needs. Tailored wealth strategies reflect an understanding of client objectives, while adaptive portfolio management seeks opportunities for growth amidst market fluctuations. Ultimately, this investment firm champions bespoke solutions that strive for sustainable performance across diverse asset classes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
32.34%
Gain +0.82%
Monthly
0.29%
Yearly
3.6%
Drawdown
18.1%
$183.32M
Equity
Holdings
$183.32M
Investment
$143.82M
-$680.29M
Profit +$1.7M
Realized
-$719.8M
Unrealized
$39.5M
Dividends
$46.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.82%
Profit
$1.7M
Win %
85%
This Week
Compared To Last Week
Gain
0.94%
Profit
$1.7M
Win %
85%
This Month
Compared to last month
Gain
0.35%
Profit
$632,793.66
Win %
85%
This Year
Compared to last year
Gain
9.54%
Profit
$15.96M
Win %
85%
FIX Comfort Systems USA, Inc.
+4.62%
+$33,686.16 
VGT Vanguard Information Technology ETF
+3.38%
+$560,078.4 
AMZN Amazon.com Inc
+2.97%
+$10,931.52 
GOOGL Alphabet Inc
+2.77%
+$9,250.15 
MSFT Microsoft Corp.
+2.2%
+$29,274.96 
SPY SPDR S&P 500 ETF Trust
+1.69%
+$6,438.15 
AAPL Apple Inc.
+1.68%
+$13,970.33 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.65%
+$1.07M 
IXUS iShares Core International Stock ETF
+0.11%
+$25,732.85 
SO The Southern Company
+0.07%
+$255.92 
VCRB Vanguard Core Bond ETF
+0.06%
+$28,686.69 
Events
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Dividends
Dividend Analysis
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| Trades 285 | Longs Won 116/285 40% | Profit Factor 0.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $25.46M |
| Average Win $456,392.15 | Best Trade (Jun 15) $18.85M | Sharpe Ratio -12.8 |
| Average Loss -$4.34M | Worst Trade (Jun 30) -$403.42M | Z-Score -5.54 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy -$2.39M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 1,794.13% | 752.33% | 452.49% | 315.47% | 238.48% | 189.74% | 156.4% | 132.29% | 114.12% |
| Consecutive Losing Trades | 42 | 38 | 34 | 30 | 25 | 21 | 17 | 13 | 8 | 4 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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