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
126
– –
-3,141
127
– –
-4,148
128
– –
-5,329
129
– –
-724
130
– –
-1,463
131
– –
-4,329
132
– –
-271,978
2 3 4 5
6