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
276
$238K 0.04%
1,851
+103
277
$238K 0.04%
3,495
+581
278
$238K 0.04%
+6,316
279
$236K 0.04%
1,740
-40
280
$235K 0.04%
99
-2
281
$233K 0.04%
5,375
-97
282
$233K 0.04%
13,941
+422
283
$233K 0.04%
1,005
-40
284
$233K 0.04%
3,283
+135
285
$229K 0.04%
+4,439
286
$227K 0.04%
+1,402
287
$227K 0.04%
5,392
+683
288
$226K 0.04%
1,880
+2
289
$224K 0.04%
6,150
-450
290
$221K 0.03%
+2,037
291
$220K 0.03%
+3,023
292
$216K 0.03%
9,477
-8
293
$215K 0.03%
1,442
-101
294
$214K 0.03%
+3,380
295
$213K 0.03%
1,777
+27
296
$211K 0.03%
+878
297
$209K 0.03%
8,331
298
$209K 0.03%
1,213
-13
299
$209K 0.03%
1,741
+78
300
$209K 0.03%
4,432
-157
10 11
12
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