MW

Marcum Wealth Portfolio holdings

AUM $1.16B
1-Year Est. Return 6.7%
This Quarter Est. Return
1 Year Est. Return
+6.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$636M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$4.43M
3
+$3.18M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.88M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.14M

Top Sells

1
+$6.44M
2
+$2.13M
3
+$2.01M
4
UNH icon
UnitedHealth
UNH
+$985K
5
LOW icon
Lowe's Companies
LOW
+$935K

Sector Composition

1 Technology 6.51%
2 Industrials 5.37%
3 Financials 4.67%
4 Healthcare 3.12%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$323K 0.05%
14,911
-6,444
227
$323K 0.05%
11,359
+4,782
228
$320K 0.05%
4,579
+645
229
$319K 0.05%
4,680
-664
230
$318K 0.05%
1,751
+72
231
$312K 0.05%
12,317
232
$311K 0.05%
418
-39
233
$310K 0.05%
575
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234
$310K 0.05%
737
+21
235
$310K 0.05%
1,055
+34
236
$305K 0.05%
1,384
+27
237
$302K 0.05%
+20,000
238
$296K 0.05%
20,885
-1,233
239
$296K 0.05%
4,716
+48
240
$290K 0.05%
1,993
-423
241
$289K 0.05%
+855
242
$288K 0.05%
+15,000
243
$288K 0.05%
1,927
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244
$286K 0.04%
+15,000
245
$286K 0.04%
3,648
-95
246
$283K 0.04%
5,425
-1,730
247
$282K 0.04%
+3,502
248
$282K 0.04%
+2,862
249
$282K 0.04%
2,425
+11
250
$281K 0.04%
4,700
+83
8 9
10
11 12