MGWA

Monument Group Wealth Advisors Portfolio holdings

AUM $183M
1-Year Est. Return 19.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$979K
2
+$692K
3
+$432K
4
NVDA icon
NVIDIA
NVDA
+$290K
5
VTV icon
Vanguard Value ETF
VTV
+$201K

Top Sells

1
+$1.08M
2
+$617K
3
+$214K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$112K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$89K

Sector Composition

1 Technology 1.85%
2 Financials 0.86%
3 Healthcare 0.71%
4 Consumer Staples 0.51%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$226K 0.14%
2,857
+250
52
$218K 0.14%
1,752
1 2
3