MGWA
Monument Group Wealth Advisors Portfolio holdings
AUM
$159M
This Quarter Return
+10.58%
1 Year Return
+13.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
88.1%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
