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 6.51%
2 Industrials 5.37%
3 Financials 4.67%
4 Healthcare 3.12%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$431K 0.07%
7,183
+3,494
177
$429K 0.07%
36,952
178
$425K 0.07%
5,757
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179
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3,468
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181
$419K 0.07%
9,085
+1,448
182
$416K 0.07%
4,720
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183
$413K 0.06%
2,111
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184
$411K 0.06%
3,105
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185
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-110
186
$410K 0.06%
5,615
+114
187
$407K 0.06%
6,000
-2,874
188
$406K 0.06%
6,322
-1,867
189
$405K 0.06%
+2,024
190
$402K 0.06%
894
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191
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+20,000
192
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11,229
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1,513
-7
194
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2,631
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195
$386K 0.06%
1,303
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196
$386K 0.06%
15,181
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197
$385K 0.06%
6,325
-1,054
198
$383K 0.06%
6,061
+30
199
$377K 0.06%
3,191
+108
200
$376K 0.06%
1,043
+46
6 7
8
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