MPW

MA Private Wealth Portfolio holdings

AUM $595M
1-Year Est. Return 13.4%
This Quarter Est. Return
1 Year Est. Return
+13.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$9.64M
3
+$2.69M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.06M

Top Sells

1
+$25.5M
2
+$9.86M
3
+$5.45M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.37M
5
AAPL icon
Apple
AAPL
+$3.62M

Sector Composition

1 Healthcare 0.6%
2 Technology 0.56%
3 Communication Services 0.45%
4 Energy 0.22%
5 Industrials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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