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
$940M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$4.23M
3
+$3.49M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.71M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.59M

Top Sells

1
+$949K
2
+$731K
3
+$570K
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$416K
5
VB icon
Vanguard Small-Cap ETF
VB
+$414K

Sector Composition

1 Technology 6.23%
2 Financials 4.04%
3 Industrials 3.8%
4 Healthcare 2.38%
5 Consumer Discretionary 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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366
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