MGWA

Monument Group Wealth Advisors Portfolio holdings

AUM $170M
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$528K
3
+$407K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$308K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$257K

Top Sells

1
+$336K
2
+$331K
3
+$202K
4
WTW icon
Willis Towers Watson
WTW
+$191K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$46.9K

Sector Composition

1 Technology 1.49%
2 Financials 0.97%
3 Healthcare 0.73%
4 Consumer Staples 0.54%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$398K 0.28%
9,645
27
$389K 0.27%
731
28
$368K 0.26%
1,500
29
$346K 0.24%
921
-56
30
$339K 0.24%
606
31
$333K 0.23%
1,654
32
$324K 0.22%
5,216
+22
33
$319K 0.22%
2,378
34
$315K 0.22%
1,019
35
$308K 0.21%
+1,192
36
$293K 0.2%
939
37
$288K 0.2%
3,673
38
$276K 0.19%
2,137
+387
39
$262K 0.18%
1,511
+7
40
$259K 0.18%
3,150
41
$256K 0.18%
839
42
$240K 0.17%
1,539
-300
43
$234K 0.16%
2,607
+77
44
$231K 0.16%
6,634
-794
45
$231K 0.16%
+1,752
46
$230K 0.16%
1,733
47
$225K 0.16%
+1,357
48
$221K 0.15%
1,175
+86
49
$211K 0.15%
+366
50
$207K 0.14%
5,840
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