MPW
MGO Private Wealth Portfolio holdings
AUM
$156M
This Quarter Return
-4.95%
1 Year Return
+12.07%
3 Year Return
+42.87%
5 Year Return
–
10 Year Return
–
AUM
$210M
AUM Growth
–
Cap. Flow
+$210M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.77%
Holding
130
New
130
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$22.8M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$18.2M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.4M |
| 4 |
Vanguard Total Bond Market
BND
|
$9.43M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$8.07M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 3.84% |
| 2 | Technology | 3.58% |
| 3 | Financials | 2.42% |
| 4 | Communication Services | 2.05% |
| 5 | Energy | 0.96% |
