MWA
Monograph Wealth Advisors Portfolio holdings
AUM
$811M
This Quarter Return
+7.58%
1 Year Return
+14.23%
3 Year Return
+58.39%
5 Year Return
–
10 Year Return
–
AUM
$426M
AUM Growth
+$426M
(+13%)
Cap. Flow
+$24.4M
Cap. Flow
% of AUM
5.73%
Top 10 Holdings %
Top 10 Hldgs %
83.91%
Holding
97
New
4
Increased
27
Reduced
25
Closed
10
Top Buys
Top Sells
| 1 |
Eli Lilly
LLY
|
$885K |
| 2 |
Chevron
CVX
|
$846K |
| 3 |
AbbVie
ABBV
|
$557K |
| 4 |
Nucor
NUE
|
$444K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$387K |
Sector Composition
| 1 | Technology | 8.53% |
| 2 | Communication Services | 2.54% |
| 3 | Healthcare | 1.4% |
| 4 | Consumer Discretionary | 0.66% |
| 5 | Energy | 0.52% |
