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
$191M
AUM Growth
-$1.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$2.96M
2 +$632K
3 +$225K
4
AMZN icon
Amazon
AMZN
+$213K
5
NVDA icon
NVIDIA
NVDA
+$207K

Sector Composition

1 Financials 1.62%
2 Consumer Discretionary 0%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,541
52
-970