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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
SCHXSchwab Strategic Tr
Recent Activity
Increased 220.19%
8.42%
$579.227M
25.611M shares@ $22.62 avg price
IEMGIshares Inc
Recent Activity
Increased 2.61%
4.47%
$307.152M
5.35M shares@ $57.41 avg price
VUGVanguard Index Fds
Recent Activity
Increased 4%
4.23%
$291.248M
758,597 shares@ $383.93 avg price
VTVVanguard Index Fds
Recent Activity
Increased 5.16%
4.02%
$276.662M
1.585M shares@ $174.58 avg price
VVVanguard Index Fds
Recent Activity
Increased 1.87%
3.98%
$273.775M
1.04M shares@ $263.3 avg price
IVVIshares Tr
Recent Activity
Increased 7.05%
3.91%
$268.748M
465,913 shares@ $576.82 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 222.06%
2.89%
$198.978M
7.184M shares@ $27.7 avg price
VOOVanguard Index Fds
Recent Activity
Increased 2.68%
2.85%
$195.875M
371,207 shares@ $527.68 avg price
IJRIshares Tr
Recent Activity
Increased 0.91%
2.44%
$167.563M
1.433M shares@ $116.97 avg price
AAPLApple Inc
Recent Activity
Increased 1.12%
2.14%
$147.018M
630,978 shares@ $233.0 avg price