MPW
Melone Private Wealth Portfolio holdings
AUM
$195M
This Quarter Return
+1.56%
1 Year Return
+5.42%
3 Year Return
+18.39%
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(+8.2%)
Cap. Flow
+$8.47M
Cap. Flow
% of AUM
5.98%
Top 10 Holdings %
Top 10 Hldgs %
58.72%
Holding
53
New
1
Increased
42
Reduced
1
Closed
–
Top Buys
Top Sells
| 1 |
WisdomTree US High Dividend Fund
DHS
|
$2.07K |
Sector Composition
| 1 | Financials | 1.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Amplify BlueStar Israel Technology ETF
ITEQ
$95.2M
| $212K | 0.15% |
4,578
| – | – |
|
52
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.19B
| $202K | 0.14% |
4,372
+3
| +0.1% | +$138 |
|
53
Nuveen Municipal Value Fund
NUV
$1.8B
| $192K | 0.14% |
22,059
+139
| +0.6% | +$1.21K |
|