MW

Marble Wealth Portfolio holdings

AUM $720M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$720M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1 +$60.6M
2 +$38.1M
3 +$32.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$27.9M
5
NVDA icon
NVIDIA
NVDA
+$25.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.18%
2 Financials 9.65%
3 Communication Services 6.2%
4 Consumer Discretionary 6.09%
5 Industrials 4.21%