MPW
Melone Private Wealth Portfolio holdings
AUM $195M
This Quarter Return
-0.84%
1 Year Return
+5.42%
3 Year Return
+18.39%
5 Year Return
–
10 Year Return
–
AUM
$191M
AUM Growth
-$1.86M (-1%)
Cap. Flow
+$18.9K
Cap. Flow % of AUM
0.01%
Top 10 Holdings %Top 10 Hldgs %
61.87%
Holding
52
New
1
Increased
32
Reduced
12
Closed
4
Top Buys
| 1 | $462K | |
| 2 | $447K | |
| 3 | $420K | |
| 4 | $386K | |
| 5 | $299K |
Top Sells
| 1 | $2.96M | |
| 2 | $632K | |
| 3 | $225K | |
| 4 | $213K | |
| 5 | $207K |
Sector Composition
| 1 | Financials | 1.62% |
| 2 | Consumer Discretionary | 0% |
| 3 | Technology | 0% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -968 | Closed | -$225K | |||
| – | – | -20,730 | Closed | -$632K |