MW
Marcum Wealth Portfolio holdings
AUM
$1.16B
1-Year Return
6.7%
This Quarter Return
-1.53%
1 Year Return
+6.7%
3 Year Return
+19.95%
5 Year Return
+103.74%
10 Year Return
–
AUM
$636M
AUM Growth
+$20.3M
(+3.3%)
Cap. Flow
+$30.2M
Cap. Flow
% of AUM
4.75%
Top 10 Holdings %
Top 10 Hldgs %
55.09%
Holding
388
New
39
Increased
182
Reduced
85
Closed
10
Top Buys
| 1 |
Innovator US Equity Buffer ETF July
BJUL
|
+$6.27M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$4.43M |
| 3 |
Apple
AAPL
|
+$3.18M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.88M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$2.14M |
Top Sells
| 1 |
Innovator US Equity Buffer ETF January
BJAN
|
+$6.44M |
| 2 |
Innovator US Small Cap Power Buffer ETF January
KJAN
|
+$2.13M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.01M |
| 4 |
UnitedHealth
UNH
|
+$985K |
| 5 |
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% |
