MWA
Monograph Wealth Advisors Portfolio holdings
AUM
$811M
This Quarter Return
+10.36%
1 Year Return
+14.23%
3 Year Return
+58.39%
5 Year Return
–
10 Year Return
–
AUM
$811M
AUM Growth
+$811M
(+10%)
Cap. Flow
+$8.42M
Cap. Flow
% of AUM
1.04%
Top 10 Holdings %
Top 10 Hldgs %
75.11%
Holding
134
New
21
Increased
52
Reduced
18
Closed
9
Top Buys
Top Sells
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$12.6M |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
$10.7M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$3.63M |
| 4 |
Dimensional US Core Equity 1 ETF
DCOR
|
$3.31M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.47M |
Sector Composition
| 1 | Technology | 7.98% |
| 2 | Communication Services | 2.66% |
| 3 | Consumer Staples | 1.25% |
| 4 | Industrials | 0.95% |
| 5 | Consumer Discretionary | 0.92% |
