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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
1
$38.2M 22.91%
62,391
-2,026
2
$12.9M 7.73%
173,419
+13,743
3
$9.8M 5.88%
97,745
-405
4
$7.85M 4.7%
98,312
+1,331
5
$7.42M 4.45%
84,524
-208
6
$7.06M 4.23%
10,591
-278
7
$6.15M 3.69%
63,794
+1,555
8
$6.11M 3.67%
112,857
-422
9
$5.15M 3.09%
50,556
+6,137
10
$4.97M 2.98%
19,526
-251
11
$4.57M 2.74%
91,289
+15,552
12
$3.36M 2.02%
128,917
13
$3.01M 1.81%
41,044
-252
14
$2.82M 1.69%
12,823
+393
15
$2.77M 1.66%
26,928
+666
16
$2.39M 1.43%
35,658
-345
17
$2.16M 1.29%
31,675
18
$2.07M 1.24%
46,448
+160
19
$2.06M 1.24%
11,064
+938
20
$2.04M 1.22%
42,721
+57
21
$2.02M 1.21%
30,705
22
$2.01M 1.21%
19,514
+964
23
$1.87M 1.12%
36,975
+322
24
$1.79M 1.07%
3,647
+159
25
$1.45M 0.87%
17,293
+231
1
2 3