MPW
Melone Private Wealth Portfolio holdings
AUM
$221M
1-Year Est. Return
3.95%
1 Year Est. Return
+3.95%
AUM
$221M
AUM Growth
+$25.3M
(+13%)
Holding
56
Top Buys
| 1 | +$1.86M | |
| 2 | +$1.76M | |
| 3 | +$1.48M | |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$1.32M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.31M |
Top Sells
| 1 | +$797K | |
| 2 | +$210K | |
| 3 | +$117K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$108K |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
+$56.2K |
Sector Composition
| 1 | Financials | 1.43% |
| 2 | Technology | 0.24% |
| 3 | Consumer Discretionary | 0.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Intel
INTC
$191B
| $252K | 0.11% |
+7,500
|
|
||
52
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$186M
| $239K | 0.11% |
10,639
+157
|
|
||
53
State Street Blackstone Senior Loan ETF
SRLN
$6.93B
| $228K | 0.1% |
5,488
-151
|
|
||
54
Amazon
AMZN
$2.61T
| $220K | 0.1% |
1,000
|
|
||
55
Technology Select Sector SPDR Fund
XLK
$98.9B
| $219K | 0.1% |
+776
|
|
||
56
Vanguard Total Bond Market
BND
$137B
| $209K | 0.09% |
2,809
+24
|
|