MGWA
Monument Group Wealth Advisors Portfolio holdings
AUM
$170M
1-Year Est. Return
13.87%
1 Year Est. Return
+13.87%
AUM
$159M
AUM Growth
+$14.6M
(+10%)
Holding
52
Top Buys
| 1 | +$1.03M | |
| 2 | +$748K | |
| 3 | +$464K | |
| 4 |
NVIDIA
NVDA
|
+$364K |
| 5 |
Microsoft
MSFT
|
+$211K |
Top Sells
| 1 | +$1.15M | |
| 2 | +$621K | |
| 3 | +$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Merck
MRK
$214B
| $226K | 0.14% |
2,857
+250
|
|
||
52
Globe Life
GL
$10.5B
| $218K | 0.14% |
1,752
|
|