MPW
MGO Private Wealth Portfolio holdings
AUM
$156M
1-Year Return
12.07%
This Quarter Return
+6.26%
1 Year Return
+12.07%
3 Year Return
+42.87%
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
-$91.5M
(-42%)
Cap. Flow
-$102M
Cap. Flow
% of AUM
-79.93%
Top 10 Holdings %
Top 10 Hldgs %
54.42%
Holding
138
New
10
Increased
14
Reduced
47
Closed
65
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.12M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.02M |
| 3 |
Vanguard Growth ETF
VUG
|
$1.79M |
| 4 |
Vanguard Total Bond Market
BND
|
$1.62M |
| 5 |
Vanguard Value ETF
VTV
|
$1.38M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$12.4M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$9.65M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$9.11M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$7.13M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$4.31M |
Sector Composition
| 1 | Technology | 4.8% |
| 2 | Financials | 3.53% |
| 3 | Consumer Discretionary | 1.84% |
| 4 | Communication Services | 1.54% |
| 5 | Healthcare | 0.62% |
