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
$326M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$2.06M
3
+$1.78M
4
AAPL icon
Apple
AAPL
+$903K
5
JPM icon
JPMorgan Chase
JPM
+$688K

Top Sells

1
+$7.89M
2
+$5.77M
3
+$5.75M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.87M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.66M

Sector Composition

1 Industrials 6.34%
2 Technology 3.46%
3 Consumer Staples 1.54%
4 Financials 1.52%
5 Consumer Discretionary 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$465K 0.14%
3,140
-1,816
52
$463K 0.14%
1,208
-70
53
$457K 0.14%
3,684
-552
54
$454K 0.14%
4,452
-140
55
$449K 0.14%
18,651
+1,868
56
$448K 0.14%
7,524
-902
57
$443K 0.14%
15,793
58
$413K 0.13%
3,497
-4,844
59
$403K 0.12%
5,480
-60
60
$395K 0.12%
5,630
-2,929
61
$391K 0.12%
3,372
+17
62
$388K 0.12%
5,389
-549
63
$380K 0.12%
4,806
-1,496
64
$376K 0.12%
12,190
65
$372K 0.11%
5,360
-984
66
$370K 0.11%
6,280
-5,163
67
$367K 0.11%
3,313
68
$360K 0.11%
3,466
-399
69
$357K 0.11%
3,069
-476
70
$351K 0.11%
12,211
+6,758
71
$349K 0.11%
+3,790
72
$343K 0.11%
6,950
-108
73
$335K 0.1%
4,249
-610
74
$333K 0.1%
1,201
-147
75
$326K 0.1%
5,659
-2,145
1 2
3
4 5