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MWA
Monograph Wealth Advisors Portfolio holdings
AUM
$1.05B
1-Year Est. Return
23.2%
This Fund
S&P 500
1 Year Est. Return
+23.2%
AUM
$811M
AUM Growth
+$76.8M
(+10%)
Holding
134
Top Buys
| 1 | +$5.72M | |
| 2 | +$5.42M | |
| 3 | +$4.88M | |
| 4 |
Dimensional International Small Cap Value ETF
DISV
|
+$3.03M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$2.84M |
Top Sells
| 1 | +$11.7M | |
| 2 | +$10.1M | |
| 3 | +$3.35M | |
| 4 |
Dimensional US Core Equity 1 ETF
DCOR
|
+$3.08M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.36M |
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% |