MGIA

Moneta Group Investment Advisors Portfolio holdings

AUM $12.6B
1-Year Est. Return 14.75%
This Quarter Est. Return
1 Year Est. Return
+14.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$740M
AUM Growth
+$84.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.7M
3
+$9.15M
4
WYNN icon
Wynn Resorts
WYNN
+$7.09M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.57M

Top Sells

1
+$1.62M
2
+$1.35M
3
+$923K
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$586K
5
VMW
VMware, Inc
VMW
+$567K

Sector Composition

1 Financials 7.1%
2 Technology 4.48%
3 Healthcare 2.93%
4 Consumer Staples 2.31%
5 Consumer Discretionary 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8K ﹤0.01%
+512
477
$8K ﹤0.01%
161
+136
478
$8K ﹤0.01%
70
479
$8K ﹤0.01%
385
+326
480
$8K ﹤0.01%
1,200
481
$8K ﹤0.01%
441
+374
482
$8K ﹤0.01%
110
-3
483
$8K ﹤0.01%
200
484
$7K ﹤0.01%
+80
485
$7K ﹤0.01%
100
+94
486
$7K ﹤0.01%
113
487
$7K ﹤0.01%
280
-61
488
$7K ﹤0.01%
+50
489
$7K ﹤0.01%
+128
490
$7K ﹤0.01%
+200
491
$7K ﹤0.01%
+873
492
$7K ﹤0.01%
64
+61
493
$7K ﹤0.01%
+7,039
494
$6K ﹤0.01%
3
+2
495
$6K ﹤0.01%
50
496
$6K ﹤0.01%
40
497
$6K ﹤0.01%
312
-10
498
$6K ﹤0.01%
+100
499
$6K ﹤0.01%
+175
500
$6K ﹤0.01%
91
+86
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