MGWA
Monument Group Wealth Advisors Portfolio holdings
AUM
$170M
1-Year Est. Return
13.87%
1 Year Est. Return
+13.87%
AUM
$170M
AUM Growth
+$11M
(+6.9%)
Holding
54
Top Buys
| 1 | +$2.22M | |
| 2 | +$1.05M | |
| 3 | +$491K | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$462K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$461K |
Top Sells
| 1 | +$1.28M | |
| 2 | +$816K | |
| 3 | +$568K | |
| 4 |
Apple
AAPL
|
+$540K |
| 5 |
IBM
IBM
|
+$494K |
Sector Composition
| 1 | Technology | 1.2% |
| 2 | Financials | 0.57% |
| 3 | Healthcare | 0.52% |
| 4 | Communication Services | 0.38% |
| 5 | Industrials | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Coca-Cola
KO
$302B
| – | – |
-11,530
|
|
||
52
Public Service Enterprise Group
PEG
$39.6B
| – | – |
-3,164
|
|
||
53
WisdomTree US High Dividend Fund
DHS
$1.29B
| – | – |
-4,119
|
|
||
54
Exxon Mobil
XOM
$499B
| – | – |
-5,273
|
|