MGWA

Monument Group Wealth Advisors Portfolio holdings

AUM $180M
1-Year Est. Return 19.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.02M
3
+$477K
4
VB icon
Vanguard Small-Cap ETF
VB
+$450K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$449K

Top Sells

1
+$1.23M
2
+$816K
3
+$568K
4
IBM icon
IBM
IBM
+$494K
5
AAPL icon
Apple
AAPL
+$479K

Sector Composition

1 Technology 1.2%
2 Financials 0.57%
3 Healthcare 0.52%
4 Communication Services 0.38%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10,350
52
– –
-5,273
53
– –
-3,164
54
– –
-11,530
1 2
3