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MW
Marble Wealth Portfolio holdings
AUM
$571M
This Fund
S&P 500
This Quarter
Est. Return
+3.24%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$720M
AUM Growth
–
Cap. Flow
+$713M
Cap. Flow
% of AUM
99%
Top 10 Holdings %
Top 10 Hldgs %
40.72%
Holding
272
New
272
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$60.6M |
| 2 |
Vanguard Growth ETF
VUG
|
+$38.1M |
| 3 |
Apple
AAPL
|
+$32.8M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$27.9M |
| 5 |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Palantir
PLTR
$312B
| $2.7M | 0.37% |
+15,176
| New | +$2.75M |
|
52
O'Reilly Automotive
ORLY
$72.3B
| $2.56M | 0.36% |
+28,061
| New | +$2.74M |
|
53
Cisco
CSCO
$470B
| $2.51M | 0.35% |
+32,618
| New | +$2.42M |
|
54
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $2.5M | 0.35% |
+37,886
| New | +$2.48M |
|
55
Chevron
CVX
$363B
| $2.45M | 0.34% |
+16,063
| New | +$2.45M |
|
56
Eli Lilly
LLY
$1.05T
| $2.43M | 0.34% |
+2,265
| New | +$2.17M |
|
57
Bank of America
BAC
$422B
| $2.31M | 0.32% |
+41,985
| New | +$2.22M |
|
58
Williams Companies
WMB
$91.1B
| $2.3M | 0.32% |
+38,298
| New | +$2.32M |
|
59
iShares Gold Trust
IAU
$62.1B
| $2.29M | 0.32% |
+28,172
| New | +$2.2M |
|
60
Cardinal Health
CAH
$54.7B
| $2.28M | 0.32% |
+11,109
| New | +$2.09M |
|
61
Apollo Global Management
APO
$68.5B
| $2.27M | 0.31% |
+15,653
| New | +$2.08M |
|
62
Caterpillar
CAT
$429B
| $2.21M | 0.31% |
+3,863
| New | +$2.15M |
|
63
Vanguard Total Stock Market ETF
VTI
$663B
| $2.17M | 0.3% |
+6,484
| New | +$2.16M |
|
64
Procter & Gamble
PG
$345B
| $2.17M | 0.3% |
+15,165
| New | +$2.24M |
|
65
Coca-Cola
KO
$362B
| $2.08M | 0.29% |
+29,735
| New | +$2.07M |
|
66
Fidelity Total Bond ETF
FBND
$26.8B
| $2.08M | 0.29% |
+45,103
| New | +$2.09M |
|
67
Thermo Fisher Scientific
TMO
$196B
| $2.05M | 0.29% |
+3,546
| New | +$2.01M |
|
68
CrowdStrike
CRWD
$191B
| $2.03M | 0.28% |
+17,312
| New | +$2.2M |
|
69
AT&T
T
$150B
| $1.85M | 0.26% |
+74,600
| New | +$1.89M |
|
70
Seagate
STX
$195B
| $1.79M | 0.25% |
+6,501
| New | +$1.69M |
|
71
RTX Corp
RTX
$264B
| $1.75M | 0.24% |
+9,568
| New | +$1.66M |
|
72
American Express
AXP
$242B
| $1.72M | 0.24% |
+4,651
| New | +$1.66M |
|
73
EOG Resources
EOG
$74.4B
| $1.69M | 0.23% |
+16,076
| New | +$1.73M |
|
74
UnitedHealth
UNH
$390B
| $1.68M | 0.23% |
+5,077
| New | +$1.72M |
|
75
Linde
LIN
$242B
| $1.67M | 0.23% |
+3,928
| New | +$1.68M |
|
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