MPW
Melone Private Wealth Portfolio holdings
AUM
$236M
1-Year Est. Return
7.41%
This Fund
S&P 500
1 Year Est. Return
+7.41%
AUM
$221M
AUM Growth
+$25.3M
(+13%)
Holding
56
Top Buys
| 1 | +$1.83M | |
| 2 | +$1.76M | |
| 3 | +$1.45M | |
| 4 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$1.28M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.26M |
Top Sells
| 1 | +$785K | |
| 2 | +$207K | |
| 3 | +$112K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$104K |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
+$54.7K |
Sector Composition
| 1 | Financials | 1.43% |
| 2 | Technology | 0.24% |
| 3 | Consumer Discretionary | 0.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Intel
INTC
$225B
| $252K | 0.11% |
+7,500
|
|
||
52
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$216M
| $239K | 0.11% |
10,639
+157
|
|
||
53
State Street Blackstone Senior Loan ETF
SRLN
$5.01B
| $228K | 0.1% |
5,488
-151
|
|
||
54
Amazon
AMZN
$2.25T
| $220K | 0.1% |
1,000
|
|
||
55
State Street Technology Select Sector SPDR ETF
XLK
$87.4B
| $219K | 0.1% |
+1,552
|
|
||
56
Vanguard Total Bond Market
BND
$151B
| $209K | 0.09% |
2,809
+24
|
|