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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
$167M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$764K
3
+$623K
4
OKLO
Oklo
OKLO
+$301K
5
HOOD icon
Robinhood
HOOD
+$262K

Top Sells

1
+$1.19M
2
+$478K
3
+$228K
4
ABNB icon
Airbnb
ABNB
+$201K
5
DIS icon
Walt Disney
DIS
+$192K

Sector Composition

1 Technology 6.69%
2 Financials 3.09%
3 Consumer Discretionary 2.09%
4 Communication Services 1.73%
5 Consumer Staples 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$364K 0.22%
8,229
+359
52
$352K 0.21%
3,073
-1,631
53
$343K 0.21%
+2,399
54
$326K 0.2%
4,130
-27
55
$316K 0.19%
3,954
56
$302K 0.18%
924
-34
57
$301K 0.18%
911
+119
58
$256K 0.15%
+32,415
59
$239K 0.14%
+883
60
$229K 0.14%
4,518
61
$229K 0.14%
3,884
62
$216K 0.13%
+626
63
$216K 0.13%
379
64
$212K 0.13%
2,058
+3
65
$209K 0.13%
+1,757
66
$207K 0.12%
+5,869
67
$178K 0.11%
+31,698
68
– –
-5,325
69
– –
-1,520
1 2
3