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
$141M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$336K
2
+$331K
3
+$212K
4
DFSU icon
Dimensional US Sustainability Core 1 ETF
DFSU
+$45.4K
5
DFSI icon
Dimensional International Sustainability Core 1 ETF
DFSI
+$42.5K

Top Sells

1
+$13.7M
2
+$3.5M
3
+$1.12M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$900K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$674K

Sector Composition

1 Technology 1.47%
2 Financials 1.12%
3 Healthcare 0.58%
4 Consumer Staples 0.48%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$385K 0.27%
4,119
27
$360K 0.25%
1,500
28
$355K 0.25%
606
29
$352K 0.25%
1,654
+5
30
$350K 0.25%
1,839
-197
31
$350K 0.25%
1,019
+2
32
$336K 0.24%
+1,530
33
$331K 0.23%
731
34
$331K 0.23%
+11,557
35
$328K 0.23%
2,378
36
$315K 0.22%
3,673
37
$306K 0.22%
5,194
+92
38
$272K 0.19%
939
-50
39
$266K 0.19%
3,150
40
$264K 0.19%
1,504
+5
41
$252K 0.18%
2,530
42
$246K 0.17%
839
-10
43
$244K 0.17%
7,428
+1,293
44
$223K 0.16%
1,750
45
$212K 0.15%
+528
46
$212K 0.15%
5,840
47
$202K 0.14%
8,702
-4,928
48
$202K 0.14%
1,089
49
$201K 0.14%
1,733
-19
50
– –
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