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
$142M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$807K
3
+$648K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$643K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$574K

Top Sells

1
+$2.07K

Sector Composition

1 Financials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.82%
25,473
+14
27
$1.01M 0.71%
89,576
+579
28
$997K 0.7%
2,447
29
$936K 0.66%
80,007
+3,804
30
$897K 0.63%
11,276
-26
31
$870K 0.61%
11,970
+26
32
$785K 0.55%
3,568
+1
33
$712K 0.5%
13,620
+45
34
$685K 0.48%
8,668
+20
35
$593K 0.42%
6,295
36
$574K 0.41%
13,009
+108
37
$559K 0.39%
23,671
+176
38
$536K 0.38%
49,699
39
$531K 0.37%
5,434
40
$527K 0.37%
2,394
+1
41
$510K 0.36%
10,929
42
$486K 0.34%
15,175
43
$482K 0.34%
2,424
+1
44
$442K 0.31%
5,110
+50
45
$407K 0.29%
8,128
+133
46
$406K 0.29%
5,186
+4
47
$391K 0.28%
1,147
+16
48
$370K 0.26%
8,844
+2,074
49
$327K 0.23%
3,063
50
$291K 0.21%
8,234
+65
1
2
3