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
$532M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.94M
3
+$1.59M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.25M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$903K

Top Sells

1
+$2.2M
2
+$2.01M
3
+$1.83M
4
BND icon
Vanguard Total Bond Market
BND
+$651K
5
TSLA icon
Tesla
TSLA
+$348K

Sector Composition

1 Technology 1.23%
2 Energy 0.19%
3 Healthcare 0.13%
4 Consumer Discretionary 0.1%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,098
77
– –
-862
78
– –
-1,731
1 2 3
4