MPW
MGO Private Wealth Portfolio holdings
AUM
$156M
This Quarter Return
+8.89%
1 Year Return
+12.07%
3 Year Return
+42.87%
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+8.6%)
Cap. Flow
+$138K
Cap. Flow
% of AUM
0.09%
Top 10 Holdings %
Top 10 Hldgs %
59.24%
Holding
77
New
9
Increased
29
Reduced
29
Closed
3
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 5.27% |
| 2 | Financials | 3.57% |
| 3 | Consumer Discretionary | 2.22% |
| 4 | Communication Services | 1.58% |
| 5 | Healthcare | 0.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| – | – |
-12,689
| Closed | -$1.03M |
|
77
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54B
| – | – |
-3,371
| Closed | -$256K |
|