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
$157M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.39M
3
+$2.98M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.98M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.61M

Top Sells

1
+$4.35M
2
+$4.04M
3
+$3.31M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$2.36M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$812K

Sector Composition

1 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-23,849
52
– –
-120,266
53
– –
-8,301
54
– –
-5,159
1 2
3