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MPW
Magnolia Private Wealth Portfolio holdings
AUM
$150M
1-Year Est. Return
18.29%
This Fund
S&P 500
1 Year Est. Return
+18.29%
AUM
$143M
AUM Growth
+$6.72M
(+4.9%)
Holding
128
Top Buys
| 1 | +$1.63M | |
| 2 | +$1.06M | |
| 3 | +$898K | |
| 4 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$891K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$676K |
Top Sells
| 1 | +$14.1M | |
| 2 | +$4.29M | |
| 3 | +$1.65M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$1.51M |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$1.37M |
Sector Composition
| 1 | Technology | 7.04% |
| 2 | Financials | 5.03% |
| 3 | Communication Services | 2.51% |
| 4 | Consumer Discretionary | 1.69% |
| 5 | Industrials | 0.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Oracle
ORCL
$543B
| – | – |
-993
|
|
||
127
PepsiCo
PEP
$197B
| – | – |
-1,761
|
|
||
128
RTX Corp
RTX
$258B
| – | – |
-1,300
|
|