MWA
Monograph Wealth Advisors Portfolio holdings
AUM
$811M
This Quarter Return
+5.93%
1 Year Return
+14.23%
3 Year Return
+58.39%
5 Year Return
–
10 Year Return
–
AUM
$768M
AUM Growth
+$768M
(+12%)
Cap. Flow
+$45M
Cap. Flow
% of AUM
5.85%
Top 10 Holdings %
Top 10 Hldgs %
76.04%
Holding
118
New
14
Increased
34
Reduced
13
Closed
11
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$5.22M |
| 2 |
Dimensional International Core Equity 2 ETF
DFIC
|
$2.72M |
| 3 |
Deere & Co
DE
|
$796K |
| 4 |
Visa
V
|
$791K |
| 5 |
PepsiCo
PEP
|
$433K |
Sector Composition
| 1 | Technology | 7.77% |
| 2 | Communication Services | 2.91% |
| 3 | Consumer Staples | 1.46% |
| 4 | Industrials | 1.04% |
| 5 | Healthcare | 1.04% |
