MPW
Melone Private Wealth Portfolio holdings
AUM
$195M
This Quarter Return
-4.88%
1 Year Return
+5.42%
3 Year Return
+18.39%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(-1.3%)
Cap. Flow
+$5.2M
Cap. Flow
% of AUM
3.72%
Top 10 Holdings %
Top 10 Hldgs %
60.14%
Holding
53
New
–
Increased
38
Reduced
4
Closed
3
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 1.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.21B
| – | – |
-4,372
| Closed | -$202K |
|
52
Amplify BlueStar Israel Technology ETF
ITEQ
$97.4M
| – | – |
-4,578
| Closed | -$212K |
|
53
iShares National Muni Bond ETF
MUB
$38.6B
| – | – |
-3,063
| Closed | -$327K |
|