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
$144M
AUM Growth
+$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$528K
3
+$407K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$308K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$257K

Top Sells

1
+$336K
2
+$331K
3
+$202K
4
WTW icon
Willis Towers Watson
WTW
+$191K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$46.9K

Sector Composition

1 Technology 1.49%
2 Financials 0.97%
3 Healthcare 0.73%
4 Consumer Staples 0.54%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
51
iShares Russell 1000 Growth ETF
IWF
$123B
$206K 0.14%
570
+42
AMZN icon
52
Amazon
AMZN
$2.32T
– –
-1,530
DFAR icon
53
Dimensional US Real Estate ETF
DFAR
$1.42B
– –
-8,702
HTH icon
54
Hilltop Holdings
HTH
$2.05B
– –
-11,557
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3