MWM

Marietta Wealth Management Portfolio holdings

AUM $818M
1-Year Est. Return 19.3%
This Quarter Est. Return
1 Year Est. Return
+19.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.49M
3
+$1.89M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.79M
5
UNH icon
UnitedHealth
UNH
+$1.55M

Top Sells

1
+$3.34M
2
+$1.96M
3
+$1.78M
4
SO icon
Southern Company
SO
+$1.38M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$884K

Sector Composition

1 Technology 10.69%
2 Financials 10.08%
3 Healthcare 8.4%
4 Consumer Discretionary 8.36%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.17M 1.3%
54,671
-6,407
27
$3.12M 1.28%
51,761
-171
28
$3.11M 1.28%
52,533
+9,327
29
$3.1M 1.27%
66,662
+5,698
30
$3.09M 1.27%
59,508
-4,140
31
$3.07M 1.26%
15,970
+2,305
32
$3.06M 1.26%
58,164
-2,216
33
$3.05M 1.25%
95,949
-3,125
34
$3.04M 1.25%
56,645
+3,254
35
$3.03M 1.25%
56,178
+6,140
36
$3.02M 1.24%
15,920
+389
37
$3.02M 1.24%
35,833
-320
38
$2.99M 1.23%
52,441
-5,735
39
$2.84M 1.17%
77,600
+17,015
40
$2.7M 1.11%
32,955
+499
41
$2.69M 1.11%
14,177
-61
42
$2.66M 1.09%
10,990
+520
43
$2.62M 1.08%
21,382
+989
44
$2.61M 1.07%
21,210
+1,052
45
$2.5M 1.03%
38,015
+6,689
46
$2.49M 1.02%
+31,228
47
$2.48M 1.02%
27,183
+1,959
48
$2.43M 1%
8,597
+422
49
$2.33M 0.96%
21,589
+759
50
$2.31M 0.95%
13,102
+1,537
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