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
201
$375K 0.06%
1,943
-181
202
$373K 0.06%
3,013
203
$372K 0.06%
3,243
+433
204
$371K 0.06%
6,837
+2,553
205
$370K 0.06%
5,994
+221
206
$367K 0.06%
1,296
+571
207
$364K 0.06%
5,896
-130
208
$364K 0.06%
4,492
+1,619
209
$363K 0.06%
2,758
210
$357K 0.06%
7,135
-267
211
$355K 0.06%
5,725
+360
212
$352K 0.06%
6,346
+558
213
$352K 0.06%
4,273
+325
214
$345K 0.05%
1,078
+191
215
$342K 0.05%
15,836
+1,752
216
$338K 0.05%
9,584
-4,823
217
$338K 0.05%
2,874
+188
218
$337K 0.05%
3,573
+170
219
$337K 0.05%
9,244
-117
220
$334K 0.05%
2,943
+4
221
$327K 0.05%
9,887
+225
222
$327K 0.05%
+1,951
223
$326K 0.05%
5,532
+1,861
224
$326K 0.05%
632
+30
225
$325K 0.05%
1,872
-61
7 8
9
10 11