MGIA
Moneta Group Investment Advisors Portfolio holdings
AUM
$12.6B
1-Year Est. Return
14.75%
1 Year Est. Return
+14.75%
AUM
$8.39B
AUM Growth
+$1.14B
(+16%)
Holding
733
Top Buys
| 1 | +$52.4M | |
| 2 | +$42.4M | |
| 3 | +$32.4M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$31.2M |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$28.4M |
Top Sells
| 1 | +$28M | |
| 2 | +$16.2M | |
| 3 | +$14.7M | |
| 4 |
Vanguard S&P Small-Cap 600 Value ETF
VIOV
|
+$12.7M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$10.1M |
Sector Composition
| 1 | Technology | 5.14% |
| 2 | Consumer Staples | 3.19% |
| 3 | Financials | 2.98% |
| 4 | Industrials | 1.59% |
| 5 | Consumer Discretionary | 1.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
726
Warner Bros
WBD
$60.8B
| – | – |
-11,115
|
|
||
727
Waste Connections
WCN
$44.4B
| – | – |
-1,101
|
|
||
728
Whirlpool
WHR
$4.47B
| – | – |
-4,744
|
|
||
729
Zimmer Biomet
ZBH
$18.7B
| – | – |
-2,459
|
|
||
|
ETHE
730
Grayscale Ethereum Trust ETF
ETHE
$3.35B
| – | – |
-15,060
|
|
||
731
Vanguard Total International Bond ETF
BNDX
$72.4B
| – | – |
-4,123
|
|