MGWA
Monument Group Wealth Advisors Portfolio holdings
AUM
$159M
This Quarter Return
+7.45%
1 Year Return
+13.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(+15%)
Cap. Flow
+$9.22M
Cap. Flow
% of AUM
6.84%
Top 10 Holdings %
Top 10 Hldgs %
87.58%
Holding
49
New
6
Increased
14
Reduced
14
Closed
2
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$6.18M |
| 2 |
Dimensional International Core Equity Market ETF
DFAI
|
$2.38M |
| 3 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$706K |
| 4 |
Dimensional US Real Estate ETF
DFAR
|
$572K |
| 5 |
Stryker
SYK
|
$568K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.82M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$304K |
| 3 |
Vanguard Value ETF
VTV
|
$280K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$277K |
| 5 |
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
|
$244K |
Sector Composition
| 1 | Technology | 1.77% |
| 2 | Financials | 1.4% |
| 3 | Healthcare | 1.18% |
| 4 | Consumer Staples | 0.49% |
| 5 | Energy | 0.43% |
