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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
$128M
AUM Growth
-$91.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.01M
3
+$1.67M
4
BND icon
Vanguard Total Bond Market
BND
+$1.6M
5
VTV icon
Vanguard Value ETF
VTV
+$1.41M

Top Sells

1
+$12.1M
2
+$9.65M
3
+$9.02M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$7.13M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.46M

Sector Composition

1 Technology 4.8%
2 Financials 3.53%
3 Consumer Discretionary 1.84%
4 Communication Services 1.54%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-5,496
127
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-96,767
128
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-37,298
129
– –
-7,953
130
– –
-48
131
– –
-53,893
132
– –
-21,705
133
– –
-8,486
134
– –
-71,874
135
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-5,769
136
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-113,563
137
– –
-240,130
138
– –
-8,575
2 3 4 5
6