MGWA

Monument Group Wealth Advisors Portfolio holdings

AUM $170M
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$528K
3
+$407K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$308K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$257K

Top Sells

1
+$336K
2
+$331K
3
+$202K
4
WTW icon
Willis Towers Watson
WTW
+$191K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$46.9K

Sector Composition

1 Technology 1.49%
2 Financials 0.97%
3 Healthcare 0.73%
4 Consumer Staples 0.54%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.7M 44.88%
1,962,622
+96,462
2
$22.4M 15.52%
717,030
-1,072
3
$15.1M 10.47%
54,946
+934
4
$9.06M 6.28%
178,162
+804
5
$5.94M 4.12%
229,585
+4,714
6
$3.11M 2.15%
17,993
+2,357
7
$2.74M 1.9%
12,364
+944
8
$2M 1.39%
44,188
+266
9
$1.22M 0.85%
19,237
-23
10
$1.11M 0.77%
4,975
+851
11
$1.09M 0.75%
5,826
+101
12
$1.04M 0.72%
29,114
+210
13
$913K 0.63%
11,657
+45
14
$774K 0.54%
10,810
15
$719K 0.5%
7,786
16
$595K 0.41%
1,598
+12
17
$592K 0.41%
4,980
+69
18
$573K 0.4%
9,761
-214
19
$554K 0.38%
985
+11
20
$528K 0.37%
+1,425
21
$450K 0.31%
8,732
-138
22
$450K 0.31%
10,350
23
$437K 0.3%
1,759
24
$412K 0.29%
1,218
-565
25
$408K 0.28%
4,119
1
2 3