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
$131M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.74M
3
+$2.35M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$2.24M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$1.99M

Top Sells

1
+$1.67M
2
+$1.55M
3
+$890K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$884K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$448K

Sector Composition

1 Financials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.78%
88,997
+3,872
27
$936K 0.71%
11,302
+17
28
$916K 0.7%
2,447
-49
29
$903K 0.69%
76,203
+27,398
30
$889K 0.68%
11,944
-4,744
31
$738K 0.56%
3,567
-1,209
32
$699K 0.53%
8,648
+12
33
$663K 0.51%
13,575
+15
34
$571K 0.44%
12,901
-3,397
35
$570K 0.43%
6,295
36
$563K 0.43%
23,495
+3,355
37
$549K 0.42%
49,699
38
$485K 0.37%
2,393
-46
39
$482K 0.37%
5,434
-169
40
$478K 0.36%
10,929
-64
41
$448K 0.34%
2,423
-800
42
$436K 0.33%
5,060
-19,381
43
$431K 0.33%
15,175
+550
44
$399K 0.3%
7,995
-164
45
$379K 0.29%
5,182
+7
46
$351K 0.27%
1,131
47
$332K 0.25%
3,063
48
$286K 0.22%
8,169
+46
49
$279K 0.21%
6,770
+923
50
$206K 0.16%
4,578
-5,100
1
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3