MGWA

Monument Group Wealth Advisors Portfolio holdings

AUM $183M
1-Year Est. Return 19.39%
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$748K
3
+$464K
4
NVDA icon
NVIDIA
NVDA
+$364K
5
MSFT icon
Microsoft
MSFT
+$211K

Top Sells

1
+$1.15M
2
+$621K
3
+$238K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$119K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$94.9K

Sector Composition

1 Technology 1.85%
2 Financials 0.86%
3 Healthcare 0.71%
4 Consumer Staples 0.51%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$387K 0.24%
882
-543
27
$374K 0.24%
606
28
$373K 0.24%
1,019
29
$372K 0.23%
1,654
30
$366K 0.23%
496
+130
31
$364K 0.23%
+2,306
32
$360K 0.23%
5,216
33
$358K 0.23%
738
+7
34
$352K 0.22%
1,985
+446
35
$349K 0.22%
2,378
36
$345K 0.22%
3,673
37
$317K 0.2%
1,034
-184
38
$296K 0.19%
3,767
-7,890
39
$295K 0.19%
1,008
+69
40
$276K 0.17%
1,517
+6
41
$269K 0.17%
1,762
+405
42
$266K 0.17%
3,164
+14
43
$261K 0.16%
6,634
44
$260K 0.16%
1,782
+49
45
$256K 0.16%
829
-10
46
$242K 0.15%
570
47
$239K 0.15%
853
-339
48
$233K 0.15%
1,750
-387
49
$231K 0.15%
5,840
50
$228K 0.14%
1,175
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