MW
Marcum Wealth Portfolio holdings
AUM
$1.16B
1-Year Est. Return
6.7%
1 Year Est. Return
+6.7%
AUM
$1.16B
AUM Growth
+$3.19M
(+0.28%)
Holding
436
Top Buys
| 1 | +$62.5M | |
| 2 | +$5.74M | |
| 3 | +$5.7M | |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$4.9M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$3.12M |
Top Sells
| 1 | +$20M | |
| 2 | +$10.2M | |
| 3 | +$9.56M | |
| 4 |
Innovator US Equity Buffer ETF July
BJUL
|
+$5.7M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$2.32M |
Sector Composition
| 1 | Technology | 6.4% |
| 2 | Financials | 4.73% |
| 3 | Industrials | 3.19% |
| 4 | Healthcare | 2.1% |
| 5 | Consumer Discretionary | 2.03% |
