MWA

Monograph Wealth Advisors Portfolio holdings

AUM $811M
1-Year Est. Return 14.23%
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$506M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$5.36M
2 +$5.16M
3 +$3.82M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.08M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.08M

Sector Composition

1 Technology 7.04%
2 Communication Services 3.24%
3 Healthcare 2.33%
4 Consumer Staples 2.32%
5 Financials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,723
127
-259,651