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Amanda Sawyer

@Moneta Group Investment Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$6.886BTotal holdings646
Assets growth rate9.96%Assets growth rate (2-Q avg)16.85%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Moneta Group Investment Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 646 positions.

Assets under management

The assets under management (AUM) of Moneta Group Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.886B in assets, with a quarterly growth rate of 9.96% and a 2-quarter average growth rate of 16.85%. The portfolio is managed by Amanda Sawyer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ADMArcher Daniels Midland Co
Recent Activity
Decreased -0.01%
2.78%
$191.379M
3.204M shares@ $59.75 avg price
IVWIshares Tr
Recent Activity
Decreased -0.72%
1.7%
$116.797M
1.22M shares@ $95.75 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -3.43%
1.42%
$97.448M
344,146 shares@ $283.16 avg price
IWFIshares Tr
Recent Activity
Decreased -3.57%
1.42%
$97.379M
259,415 shares@ $375.38 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.23%
1.01%
$69.33M
161,121 shares@ $430.31 avg price
IVEIshares Tr
Recent Activity
Decreased -0.81%
0.95%
$64.814M
328,719 shares@ $197.18 avg price
IWDIshares Tr
Recent Activity
Decreased -2.38%
0.87%
$59.372M
312,815 shares@ $189.81 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -0.82%
0.78%
$53.668M
851,876 shares@ $63.0 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -0.36%
0.72%
$49.304M
347,117 shares@ $142.04 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -3.35%
0.69%
$47.238M
484,888 shares@ $97.42 avg price