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
51
$500K 0.38%
+6,548
52
$481K 0.36%
+26,804
53
$404K 0.3%
+6,749
54
$344K 0.26%
+2,950
55
$318K 0.24%
+1,064
56
$300K 0.23%
+2,795
57
$272K 0.2%
+3,646
58
$244K 0.18%
+4,770
59
$226K 0.17%
+4,361
1 2
3