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
$636M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$4.43M
3
+$3.18M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.88M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.14M

Top Sells

1
+$6.44M
2
+$2.13M
3
+$2.01M
4
UNH icon
UnitedHealth
UNH
+$985K
5
LOW icon
Lowe's Companies
LOW
+$935K

Sector Composition

1 Technology 6.48%
2 Industrials 5.37%
3 Financials 4.67%
4 Healthcare 3.15%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$528K 0.08%
2,718
+378
152
$518K 0.08%
8,490
+2,220
153
$516K 0.08%
+15,016
154
$504K 0.08%
6,905
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155
$503K 0.08%
1,307
+307
156
$502K 0.08%
10,815
+1,892
157
$486K 0.08%
6,920
+96
158
$483K 0.08%
6,485
+100
159
$480K 0.08%
1,682
+151
160
$480K 0.08%
1,715
-98
161
$474K 0.07%
3,451
162
$469K 0.07%
4,201
-306
163
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2,322
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164
$459K 0.07%
4,714
+109
165
$457K 0.07%
1,636
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166
$454K 0.07%
2,314
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167
$453K 0.07%
7,501
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168
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8,476
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169
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2,192
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170
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7,676
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171
$439K 0.07%
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172
$438K 0.07%
2,882
+247
173
$437K 0.07%
2,580
-371
174
$432K 0.07%
7,868
+280
175
$432K 0.07%
3,351
-127
5 6
7
8 9