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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
$18.4M
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$476K

Top Sells

1
+$31.8M
2
+$10.9M
3
+$8.15M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$7.02M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$6.75M

Sector Composition

1 Technology 4.18%
2 Financials 1.87%
3 Consumer Staples 0%
4 Communication Services 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SMH icon
51
VanEck Semiconductor ETF
SMH
$65.2B
– –
-904
SOXX icon
52
iShares Semiconductor ETF
SOXX
$36.4B
– –
-674
SPHY icon
53
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.1B
– –
-14,941
SPIB icon
54
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
– –
-19,375
STGW icon
55
Stagwell
STGW
$1.62B
– –
-31,698
TLH icon
56
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
– –
-6,514
TSLA icon
57
Tesla
TSLA
$1.43T
– –
-1,521
UNH icon
58
UnitedHealth
UNH
$370B
– –
-626
URA icon
59
Global X Uranium ETF
URA
$5.88B
– –
-13,447
VCSH icon
60
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
– –
-5,519
VGSH icon
61
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
– –
-3,884
VNQ icon
62
Vanguard Real Estate ETF
VNQ
$37.8B
– –
-18,731
VTEB icon
63
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.8B
– –
-89,736
VTES icon
64
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.99B
– –
-49,226
VTIP icon
65
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
– –
-4,518
VUG icon
66
Vanguard Growth ETF
VUG
$217B
– –
-3,354
WMT icon
67
Walmart Inc
WMT
$960B
– –
-2,058
OKLO
68
Oklo
OKLO
$9.4B
– –
-4,639
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