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
$166M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$2.24M
3
+$508K
4
RTX icon
RTX Corp
RTX
+$212K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$207K

Top Sells

1
+$491K
2
+$292K
3
+$191K
4
JPM icon
JPMorgan Chase
JPM
+$51.2K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$32.2K

Sector Composition

1 Technology 1.7%
2 Healthcare 0.96%
3 Financials 0.81%
4 Consumer Staples 0.6%
5 Energy 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$389K 0.23%
1,759
-51
27
$386K 0.23%
4,119
28
$349K 0.21%
13,630
-19,144
29
$348K 0.21%
606
30
$345K 0.21%
897
31
$341K 0.2%
1,649
+9
32
$340K 0.2%
2,036
-13
33
$336K 0.2%
731
34
$330K 0.2%
5,102
+54
35
$328K 0.2%
1,017
+1
36
$323K 0.19%
2,378
37
$316K 0.19%
1,500
-243
38
$303K 0.18%
3,673
39
$301K 0.18%
989
40
$287K 0.17%
2,530
41
$281K 0.17%
3,150
42
$269K 0.16%
1,499
+5
43
$235K 0.14%
1,450
-12
44
$235K 0.14%
849
-10
45
$224K 0.13%
1,750
46
$219K 0.13%
6,135
47
$218K 0.13%
5,840
48
$217K 0.13%
245
49
$212K 0.13%
+1,752
50
$207K 0.12%
+1,089
1
2