MPW
MGO Private Wealth Portfolio holdings
AUM
$156M
This Quarter Return
-3.42%
1 Year Return
+12.07%
3 Year Return
+42.87%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+0.82%)
Cap. Flow
+$5.89M
Cap. Flow
% of AUM
4.4%
Top 10 Holdings %
Top 10 Hldgs %
58.74%
Holding
76
New
8
Increased
29
Reduced
27
Closed
8
Top Buys
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.14M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$984K |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$399K |
| 4 |
iShares MSCI Canada ETF
EWC
|
$399K |
| 5 |
iShares Core MSCI Europe ETF
IEUR
|
$373K |
Sector Composition
| 1 | Technology | 4.68% |
| 2 | Financials | 3.72% |
| 3 | Consumer Discretionary | 1.86% |
| 4 | Communication Services | 1.45% |
| 5 | Healthcare | 0.65% |
