MGWA
Monument Group Wealth Advisors Portfolio holdings
AUM
$183M
1-Year Est. Return
19.39%
This Fund
S&P 500
1 Year Est. Return
+19.39%
AUM
$183M
AUM Growth
+$13.6M
(+8%)
Holding
52
Top Buys
| 1 | +$5.95M | |
| 2 | +$997K | |
| 3 | +$886K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$410K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$395K |
Top Sells
| 1 | +$670K | |
| 2 | +$282K | |
| 3 | +$236K | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$200K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$175K |
Sector Composition
| 1 | Technology | 4.41% |
| 2 | Financials | 0.75% |
| 3 | Healthcare | 0.49% |
| 4 | Communication Services | 0.43% |
| 5 | Industrials | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Automatic Data Processing
ADP
$87.5B
| – | – |
-804
|
|