MGWA
Monument Group Wealth Advisors Portfolio holdings
AUM
$159M
This Quarter Return
+9.21%
1 Year Return
+13.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(+10%)
Cap. Flow
+$1.64M
Cap. Flow
% of AUM
1.03%
Top 10 Holdings %
Top 10 Hldgs %
88.81%
Holding
52
New
1
Increased
24
Reduced
12
Closed
–
Top Buys
| 1 |
Dimensional International Core Equity Market ETF
DFAI
|
$1.03M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$748K |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$464K |
| 4 |
NVIDIA
NVDA
|
$364K |
| 5 |
Microsoft
MSFT
|
$211K |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.15M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$621K |
| 3 |
Vanguard Growth ETF
VUG
|
$238K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$119K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$94.9K |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Merck
MRK
$210B
| $226K | 0.14% |
2,857
+250
| +10% | +$19.8K |
|
52
Globe Life
GL
$11.4B
| $218K | 0.14% |
1,752
| – | – |
|