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
576
$1K ﹤0.01%
80
577
$1K ﹤0.01%
+129
578
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50
579
$1K ﹤0.01%
65
580
$1K ﹤0.01%
+15
581
$1K ﹤0.01%
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582
$1K ﹤0.01%
+222
583
$1K ﹤0.01%
60
584
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4
+1
585
$1K ﹤0.01%
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586
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588
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8
589
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590
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598
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