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
51
$2.29M 0.94%
31,601
+3,212
52
$2.14M 0.88%
11,739
+987
53
$2.14M 0.88%
12,816
+1,378
54
$2.11M 0.87%
11,979
+653
55
$2.09M 0.86%
23,520
+1,160
56
$2.05M 0.84%
56,687
+395
57
$1.94M 0.8%
17,178
+1,506
58
$1.89M 0.77%
+39,012
59
$1.88M 0.77%
14,335
+3,767
60
$1.86M 0.76%
7,509
+6,284
61
$1.84M 0.76%
43,029
+3,520
62
$1.82M 0.75%
61,965
+16,320
63
$1.79M 0.73%
+37,481
64
$1.73M 0.71%
33,306
+5,516
65
$1.51M 0.62%
6,370
+812
66
$1.26M 0.52%
33,928
67
$1.18M 0.48%
4,304
68
$1.04M 0.43%
3,466
-56
69
$1.04M 0.43%
15,987
-323
70
$906K 0.37%
2,119
+20
71
$874K 0.36%
5,407
+220
72
$741K 0.3%
9,195
+83
73
$715K 0.29%
9,015
-414
74
$715K 0.29%
2,937
-196
75
$695K 0.29%
4,400
-305
1 2
3
4 5