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
$135M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$2.38M
3
+$706K
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$572K
5
SYK icon
Stryker
SYK
+$568K

Top Sells

1
+$1.82M
2
+$304K
3
+$280K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$277K
5
USSG icon
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
+$244K

Sector Composition

1 Technology 1.77%
2 Financials 1.4%
3 Healthcare 1.18%
4 Consumer Staples 0.49%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$357K 0.26%
4,119
27
$353K 0.26%
4,083
28
$349K 0.26%
1,743
29
$346K 0.26%
+1,810
30
$334K 0.25%
+2,530
31
$317K 0.23%
606
32
$315K 0.23%
2,069
-602
33
$309K 0.23%
897
34
$307K 0.23%
731
35
$307K 0.23%
584
-22
36
$306K 0.23%
1,640
+6
37
$301K 0.22%
2,378
38
$291K 0.22%
1,016
+1
39
$280K 0.21%
3,673
40
$279K 0.21%
+989
41
$252K 0.19%
1,488
+7
42
$245K 0.18%
4,055
+378
43
$231K 0.17%
1,462
-200
44
$215K 0.16%
859
-32
45
$212K 0.16%
+1,750
46
$210K 0.16%
+3,150
47
$204K 0.15%
1,752
-1,753
48
– –
-5,505
49
– –
-4,354
1
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