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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
VYMVanguard Whitehall Fds
Recent Activity
Decreased -5.17%
0.59%
$40.48M
315,758 shares@ $128.2 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -3.25%
0.51%
$34.441M
531,996 shares@ $64.75 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -5.24%
0.48%
$32.864M
486,802 shares@ $67.52 avg price
SCZIshares Tr
Recent Activity
Decreased -1.19%
0.47%
$32.062M
473,588 shares@ $67.71 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.26%
0.47%
$31.94M
171,414 shares@ $186.34 avg price
SCHHSchwab Strategic Tr
Recent Activity
Decreased -4.22%
0.38%
$25.508M
1.101M shares@ $23.18 avg price
IWSIshares Tr
Recent Activity
Decreased -0.03%
0.31%
$21.327M
161,262 shares@ $132.26 avg price
ETEnergy Transfer L P
Recent Activity
Decreased -1.49%
0.31%
$20.719M
1.291M shares@ $16.05 avg price
IWBIshares Tr
Recent Activity
Decreased -1.33%
0.28%
$18.85M
59,957 shares@ $314.4 avg price
VTVanguard Intl Equity Index F
Recent Activity
Decreased -0.59%
0.27%
$18.183M
151,905 shares@ $119.7 avg price