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
551
$2K ﹤0.01%
+37
552
$2K ﹤0.01%
+120
553
$2K ﹤0.01%
100
554
$2K ﹤0.01%
33
-34
555
$2K ﹤0.01%
33
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556
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+33
557
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115
-461
558
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18
559
$2K ﹤0.01%
+260
560
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33
561
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104
-105
562
$2K ﹤0.01%
100
563
$2K ﹤0.01%
+29
564
$2K ﹤0.01%
+40
565
$1K ﹤0.01%
148
566
$1K ﹤0.01%
+8
567
$1K ﹤0.01%
60
+20
568
$1K ﹤0.01%
+200
569
$1K ﹤0.01%
+34
570
$1K ﹤0.01%
38
+24
571
$1K ﹤0.01%
+50
572
$1K ﹤0.01%
+20
573
$1K ﹤0.01%
34
+26
574
$1K ﹤0.01%
+39
575
$1K ﹤0.01%
+225
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