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
$267M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$39.2M
2 +$36M
3 +$29.1M
4
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$17.4M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 5.35%
2 Technology 2.13%
3 Financials 2.06%
4 Consumer Staples 1.9%
5 Communication Services 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$143K 0.05%
+12,301
102
$90K 0.03%
+1,258
103
$83K 0.03%
+25,077
104
$32K 0.01%
+1,040
105
$21K 0.01%
+50,000
106
$15K 0.01%
+25,000
107
$7K ﹤0.01%
+417