MPW

MGO Private Wealth Portfolio holdings

AUM $167M
1-Year Est. Return 13.46%
This Quarter Est. Return
1 Year Est. Return
+13.46%
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
+$1.02M
2
+$779K
3
+$626K
4
OKLO
Oklo
OKLO
+$428K
5
HOOD icon
Robinhood
HOOD
+$343K

Top Sells

1
+$1.24M
2
+$480K
3
+$228K
4
ABNB icon
Airbnb
ABNB
+$201K
5
DIS icon
Walt Disney
DIS
+$187K

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
EPI icon
51
WisdomTree India Earnings Fund ETF
EPI
$2.76B
$364K 0.22%
8,229
+359
DIS icon
52
Walt Disney
DIS
$191B
$352K 0.21%
3,073
-1,631
HOOD icon
53
Robinhood
HOOD
$122B
$343K 0.21%
+2,399
BSV icon
54
Vanguard Short-Term Bond ETF
BSV
$41.3B
$326K 0.2%
4,130
-27
VUG icon
55
Vanguard Growth ETF
VUG
$204B
$316K 0.19%
659
SMH icon
56
VanEck Semiconductor ETF
SMH
$37.2B
$302K 0.18%
924
-34
AVGO icon
57
Broadcom
AVGO
$1.92T
$301K 0.18%
911
+119
PML
58
PIMCO Municipal Income Fund II
PML
$509M
$256K 0.15%
+32,415
SOXX icon
59
iShares Semiconductor ETF
SOXX
$17.6B
$239K 0.14%
+883
VTIP icon
60
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.1B
$229K 0.14%
4,518
VGSH icon
61
Vanguard Short-Term Treasury ETF
VGSH
$25.3B
$229K 0.14%
3,884
UNH icon
62
UnitedHealth
UNH
$293B
$216K 0.13%
+626
MA icon
63
Mastercard
MA
$483B
$216K 0.13%
379
WMT icon
64
Walmart
WMT
$917B
$212K 0.13%
2,058
+3
IJR icon
65
iShares Core S&P Small-Cap ETF
IJR
$88.7B
$209K 0.13%
+1,757
BUG icon
66
Global X Cybersecurity ETF
BUG
$1.03B
$207K 0.12%
+5,869
STGW icon
67
Stagwell
STGW
$1.44B
$178K 0.11%
+31,698
ABNB icon
68
Airbnb
ABNB
$76B
– –
-1,520
DKNG icon
69
DraftKings
DKNG
$17.4B
– –
-5,325
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