MGWA

Monument Group Wealth Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 13.42%
This Quarter Est. Return
1 Year Est. Return
+13.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$18.3M
3
+$15.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.57M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.91M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.86%
2 Financials 1.35%
3 Healthcare 0.58%
4 Consumer Staples 0.54%
5 Energy 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$363K 0.31%
+11,645
27
$361K 0.31%
+4,083
28
$338K 0.29%
+4,119
29
$296K 0.25%
+1,743
30
$290K 0.25%
+606
31
$288K 0.25%
+606
32
$279K 0.24%
+897
33
$277K 0.24%
+1,634
34
$276K 0.24%
+2,378
35
$263K 0.22%
+1,015
36
$261K 0.22%
+731
37
$261K 0.22%
+1,662
38
$255K 0.22%
+3,673
39
$244K 0.21%
+5,505
40
$234K 0.2%
+1,481
41
$213K 0.18%
+3,677
42
$208K 0.18%
+891
43
$205K 0.17%
+4,354
1
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