MPW

MGO Private Wealth Portfolio holdings

AUM $156M
1-Year Est. Return 12.07%
This Quarter Est. Return
1 Year Est. Return
+12.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$22.8M
2 +$18.2M
3 +$10.4M
4
BND icon
Vanguard Total Bond Market
BND
+$9.43M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.07M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 3.84%
2 Technology 3.58%
3 Financials 2.42%
4 Communication Services 2.05%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$210K 0.1%
+4,406
127
$210K 0.1%
+7,536
128
$205K 0.1%
+3,790
129
$179K 0.09%
+2,570
130
$30K 0.01%
+35