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
$437M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$7.37M
3
+$2.27M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.57M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$872K

Top Sells

1
+$10.3M
2
+$9.23M
3
+$7.28M
4
AAPL icon
Apple
AAPL
+$6.28M
5
IXN icon
iShares Global Tech ETF
IXN
+$3.3M

Sector Composition

1 Technology 0.95%
2 Consumer Discretionary 0.24%
3 Healthcare 0.24%
4 Communication Services 0.06%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4