We are live on
!
Find out more
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
$1.05B
AUM Growth
+$36.6M
(+3.6%)
Holding
153
Top Buys
| 1 | +$5.99M | |
| 2 | +$5.4M | |
| 3 | +$4.61M | |
| 4 |
Apple
AAPL
|
+$4.33M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$3.78M |
Top Sells
| 1 | +$4.55M | |
| 2 | +$4.3M | |
| 3 | +$1.4M | |
| 4 |
Amazon
AMZN
|
+$1.1M |
| 5 |
Bank of America
BAC
|
+$997K |
Sector Composition
| 1 | Technology | 6.6% |
| 2 | Communication Services | 2.8% |
| 3 | Consumer Discretionary | 0.97% |
| 4 | Industrials | 0.82% |
| 5 | Consumer Staples | 0.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Oneok
OKE
$56.2B
| – | – |
-5,514
|
|
||
152
Pathfinder Bancorp
PBHC
$92.9M
| – | – |
-11,300
|
|
||
153
Procter & Gamble
PG
$345B
| – | – |
-5,550
|
|