MPW

Melone Private Wealth Portfolio holdings

AUM $236M
1-Year Est. Return 7.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.41%
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
+$3.05M
2
+$2.71M
3
+$2.33M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$2.18M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$2.1M

Top Sells

1
+$1.67M
2
+$1.58M
3
+$881K
4
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$877K
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
51
$206K 0.16%
+4,369
52
$197K 0.15%
21,920
+204
53
– –
-14,067
54
– –
-20,720
55
– –
-1,989
1 2
3