MPW
MGO Private Wealth Portfolio holdings
AUM
$156M
This Quarter Return
+6.02%
1 Year Return
+12.07%
3 Year Return
+42.87%
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(+9.5%)
Cap. Flow
+$6.8M
Cap. Flow
% of AUM
4.27%
Top 10 Holdings %
Top 10 Hldgs %
58.78%
Holding
84
New
10
Increased
27
Reduced
35
Closed
4
Top Buys
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$2.86M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.45M |
| 3 |
NVIDIA
NVDA
|
$745K |
| 4 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$622K |
| 5 |
Vanguard Total Bond Market
BND
|
$558K |
Top Sells
Sector Composition
| 1 | Technology | 5.43% |
| 2 | Financials | 4.07% |
| 3 | Consumer Discretionary | 2.5% |
| 4 | Communication Services | 1.95% |
| 5 | Healthcare | 1.03% |
