MPW

Melone Private Wealth Portfolio holdings

AUM $245M
1-Year Est. Return 7.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.76M
3
+$1.45M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.26M

Top Sells

1
+$785K
2
+$207K
3
+$112K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$104K
5
IUSV icon
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
$252K 0.11%
+7,500
52
$239K 0.11%
10,639
+157
53
$228K 0.1%
5,488
-151
54
$220K 0.1%
1,000
55
$219K 0.1%
+1,552
56
$209K 0.09%
2,809
+24
1 2
3