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MPW

MGO Private Wealth Portfolio holdings

AUM $18.4M
1-Year Est. Return 16.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$764K
3
+$623K
4
OKLO
Oklo
OKLO
+$301K
5
HOOD icon
Robinhood
HOOD
+$262K

Top Sells

1
+$1.19M
2
+$478K
3
+$228K
4
ABNB icon
Airbnb
ABNB
+$201K
5
DIS icon
Walt Disney
DIS
+$192K

Sector Composition

1 Technology 6.69%
2 Financials 3.09%
3 Consumer Discretionary 2.09%
4 Communication Services 1.73%
5 Consumer Staples 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.82%
2,654
-19
27
$1.37M 0.82%
2,274
-117
28
$1.3M 0.78%
24,344
+1,642
29
$1.24M 0.74%
5,106
30
$1.19M 0.71%
18,927
+390
31
$1.13M 0.68%
5,935
-215
32
$1.12M 0.67%
3,164
+28
33
$1.06M 0.64%
11,609
+300
34
$1.06M 0.63%
17,577
-7,998
35
$1.02M 0.61%
12,137
-1,933
36
$803K 0.48%
14,534
+404
37
$793K 0.48%
1,577
-115
38
$734K 0.44%
1,000
+71
39
$734K 0.44%
793
40
$676K 0.41%
1,521
-355
41
$657K 0.39%
19,375
-3,418
42
$653K 0.39%
3,582
+1,544
43
$460K 0.28%
9,658
-2,087
44
$440K 0.26%
5,503
+12
45
$439K 0.26%
1,393
46
$439K 0.26%
6,726
47
$428K 0.26%
+3,838
48
$399K 0.24%
16,659
49
$379K 0.23%
3,160
50
$369K 0.22%
8,838
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