MPW
MGO Private Wealth Portfolio holdings
AUM
$156M
This Quarter Return
+2.23%
1 Year Return
+12.07%
3 Year Return
+42.87%
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(-0.11%)
Cap. Flow
-$1.98M
Cap. Flow
% of AUM
-1.24%
Top 10 Holdings %
Top 10 Hldgs %
59.25%
Holding
85
New
5
Increased
17
Reduced
39
Closed
3
Top Buys
| 1 |
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
|
$1.34M |
| 2 |
NVIDIA
NVDA
|
$1.18M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.17M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$813K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$747K |
Top Sells
Sector Composition
| 1 | Technology | 6.72% |
| 2 | Financials | 3.95% |
| 3 | Consumer Discretionary | 2.58% |
| 4 | Communication Services | 2.14% |
| 5 | Healthcare | 1.02% |
