MGWA
Monument Group Wealth Advisors Portfolio holdings
AUM
$180M
1-Year Est. Return
19.81%
This Fund
S&P 500
1 Year Est. Return
+19.81%
AUM
$180M
AUM Growth
-$3.25M
(-1.8%)
Holding
54
Top Buys
| 1 | +$2.35M | |
| 2 | +$498K | |
| 3 | +$430K | |
| 4 |
Chevron
CVX
|
+$241K |
| 5 |
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
|
+$231K |
Top Sells
| 1 | +$776K | |
| 2 | +$462K | |
| 3 | +$399K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$391K |
| 5 |
Vanguard Value ETF
VTV
|
+$367K |
Sector Composition
| 1 | Technology | 3.49% |
| 2 | Financials | 0.42% |
| 3 | Healthcare | 0.31% |
| 4 | Industrials | 0.16% |
| 5 | Energy | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core MSCI EAFE ETF
IEFA
$179B
| – | – |
-4,464
|
|
||
|
52
Alphabet (Google) Class A
GOOGL
$4.17T
| – | – |
-642
|
|
||
|
53
Alphabet (Google) Class C
GOOG
$4.14T
| – | – |
-1,245
|
|