MGWA

Monument Group Wealth Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 13.42%
This Quarter Est. Return
1 Year Est. Return
+13.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$336K
2
+$331K
3
+$212K
4
DFSU icon
Dimensional US Sustainability Core 1 ETF
DFSU
+$45.4K
5
DFSI icon
Dimensional International Sustainability Core 1 ETF
DFSI
+$42.5K

Top Sells

1
+$13.7M
2
+$3.5M
3
+$1.12M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$900K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$674K

Sector Composition

1 Technology 1.47%
2 Financials 1.12%
3 Healthcare 0.58%
4 Consumer Staples 0.48%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,450
52
– –
-800
53
– –
-897
1 2
3