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
251
$281K 0.04%
2,670
+118
252
$277K 0.04%
+20,350
253
$276K 0.04%
1,429
+131
254
$275K 0.04%
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-5,405
255
$273K 0.04%
1,310
+206
256
$272K 0.04%
+15,000
257
$271K 0.04%
1,193
+72
258
$267K 0.04%
683
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259
$265K 0.04%
7,691
+140
260
$264K 0.04%
5,352
+1,062
261
$261K 0.04%
1,334
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262
$260K 0.04%
3,208
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263
$259K 0.04%
+1,005
264
$259K 0.04%
5,626
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265
$252K 0.04%
2,504
+155
266
$252K 0.04%
3,825
-176
267
$250K 0.04%
2,044
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268
$247K 0.04%
13,903
+1,647
269
$245K 0.04%
+2,163
270
$245K 0.04%
2,992
+362
271
$244K 0.04%
2,870
-966
272
$244K 0.04%
5,352
+30
273
$242K 0.04%
16,156
+156
274
$241K 0.04%
2,919
+104
275
$239K 0.04%
8,583
+36
9 10
11
12 13