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 Sells

1 +$2.07K

Sector Composition

1 Financials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$212K 0.15%
4,578
52
$202K 0.14%
4,372
+3
53
$192K 0.14%
22,059
+139