MGWA
Monument Group Wealth Advisors Portfolio holdings
AUM
$159M
This Quarter Return
+6.75%
1 Year Return
+13.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$166M
AUM Growth
+$166M
(+12%)
Cap. Flow
+$7.74M
Cap. Flow
% of AUM
4.65%
Top 10 Holdings %
Top 10 Hldgs %
89.39%
Holding
50
New
2
Increased
10
Reduced
17
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$5.65M |
| 2 |
Dimensional International Core Equity Market ETF
DFAI
|
$2.24M |
| 3 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$508K |
| 4 |
RTX Corp
RTX
|
$212K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$207K |
Top Sells
| 1 |
Dimensional US Real Estate ETF
DFAR
|
$491K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$292K |
| 3 |
Willis Towers Watson
WTW
|
$191K |
| 4 |
JPMorgan Chase
JPM
|
$51.2K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$32.2K |
Sector Composition
| 1 | Technology | 1.7% |
| 2 | Healthcare | 0.96% |
| 3 | Financials | 0.81% |
| 4 | Consumer Staples | 0.6% |
| 5 | Energy | 0.35% |
