MPW
MASECO Private Wealth Portfolio holdings
AUM
$2.63B
This Quarter Return
+7.39%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.63B
AUM Growth
–
Cap. Flow
+$2.63B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
65.65%
Holding
509
New
509
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Equity ETF
DFUS
|
+$529M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$315M |
| 3 |
Avantis US Equity ETF
AVUS
|
+$211M |
| 4 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$145M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$129M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 0.32% |
| 2 | Technology | 0.25% |
| 3 | Communication Services | 0.18% |
| 4 | Healthcare | 0.16% |
| 5 | Consumer Discretionary | 0.08% |
