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
76
$321K 0.1%
2,304
+3
77
$320K 0.1%
6,923
-117
78
$312K 0.1%
3,525
-148
79
$307K 0.09%
+15,406
80
$306K 0.09%
1,396
-142
81
$297K 0.09%
5,688
-459
82
$296K 0.09%
7,509
-23
83
$295K 0.09%
1,784
+60
84
$294K 0.09%
5,678
-479
85
$291K 0.09%
+2,034
86
$290K 0.09%
2,093
-330
87
$282K 0.09%
1,409
-237
88
$281K 0.09%
+4,714
89
$280K 0.09%
9,449
+177
90
$279K 0.09%
5,979
+240
91
$276K 0.08%
3,217
+35
92
$274K 0.08%
5,113
+533
93
$270K 0.08%
797
-23
94
$264K 0.08%
2,200
-5,506
95
$255K 0.08%
3,384
-136
96
$254K 0.08%
1,403
97
$241K 0.07%
35,548
+1,251
98
$239K 0.07%
1,026
-81
99
$234K 0.07%
2,195
100
$233K 0.07%
+6,388
2 3
4
5 6