MPW

Melone Private Wealth Portfolio holdings

AUM $221M
1-Year Est. Return 3.95%
This Quarter Est. Return
1 Year Est. Return
+3.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$9.27M
2
+$8.51M
3
+$7.57M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$6.97M
5
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$6.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 1.13%
+96,366
27
$1.44M 1.09%
+27,363
28
$1.44M 1.08%
+12,367
29
$1.35M 1.02%
+3
30
$1.33M 1%
+5,207
31
$1.29M 0.97%
+5,352
32
$1.2M 0.9%
+8,227
33
$1.1M 0.83%
+2,532
34
$1.07M 0.81%
+4,814
35
$1.03M 0.77%
+12,458
36
$976K 0.73%
+18,592
37
$912K 0.69%
+16,614
38
$893K 0.67%
+15,775
39
$848K 0.64%
+33,716
40
$786K 0.59%
+19,086
41
$766K 0.58%
+49,699
42
$765K 0.58%
+3,384
43
$737K 0.55%
+20,386
44
$737K 0.55%
+16,160
45
$675K 0.51%
+12,490
46
$656K 0.49%
+24,206
47
$618K 0.47%
+6,295
48
$612K 0.46%
+9,678
49
$598K 0.45%
+38,202
50
$558K 0.42%
+11,090
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