MPW
Monterey Private Wealth Portfolio holdings
AUM
$339M
This Quarter Return
-15.03%
1 Year Return
+11.55%
3 Year Return
+29.82%
5 Year Return
+112.1%
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(-15%)
Cap. Flow
+$2.78M
Cap. Flow
% of AUM
1.59%
Top 10 Holdings %
Top 10 Hldgs %
62.68%
Holding
124
New
–
Increased
69
Reduced
24
Closed
22
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$4.96M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.42M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.75M |
| 4 |
Amazon
AMZN
|
$1.32M |
| 5 |
Apple
AAPL
|
$658K |
Top Sells
Sector Composition
| 1 | Technology | 9.41% |
| 2 | Financials | 6.05% |
| 3 | Communication Services | 3.64% |
| 4 | Consumer Discretionary | 3.12% |
| 5 | Healthcare | 2.86% |
