MWA

Monograph Wealth Advisors Portfolio holdings

AUM $1.02B
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$1.89M
3
+$364K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$38.6K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$10.9K

Top Sells

1
+$4.45M
2
+$3.63M
3
+$776K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$666K
5
AAPL icon
Apple
AAPL
+$663K

Sector Composition

1 Technology 8.55%
2 Communication Services 3.21%
3 Healthcare 1.75%
4 Consumer Discretionary 0.94%
5 Financials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
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