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
$401M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.29M
3
+$2.28M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.13M
5
LLY icon
Eli Lilly
LLY
+$2.08M

Top Sells

1
+$3.29M
2
+$2.23M
3
+$1.92M
4
MCD icon
McDonald's
MCD
+$1.58M
5
GS icon
Goldman Sachs
GS
+$901K

Sector Composition

1 Technology 14.08%
2 Consumer Discretionary 10.72%
3 Healthcare 9.6%
4 Financials 9.2%
5 Industrials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.49M 0.87%
18,811
+1,106
52
$3.45M 0.86%
45,591
+2,839
53
$3.38M 0.84%
48,797
+4,660
54
$3.37M 0.84%
13,220
+616
55
$3.08M 0.77%
7,769
-267
56
$3.04M 0.76%
20,550
-4,008
57
$3.02M 0.75%
13,782
+8
58
$2.98M 0.74%
8,065
+1,243
59
$2.96M 0.74%
7,453
-202
60
$2.89M 0.72%
22,418
+1,889
61
$2.82M 0.7%
28,813
+2,009
62
$2.63M 0.65%
35,744
+4,835
63
$2.61M 0.65%
1,119
+31
64
$2.56M 0.64%
36,352
+826
65
$2.45M 0.61%
28,510
+645
66
$2.31M 0.57%
+94,691
67
$2.29M 0.57%
+45,055
68
$2.28M 0.57%
+17,072
69
$2.25M 0.56%
6,014
+1,122
70
$2.19M 0.54%
10,844
+816
71
$2.13M 0.53%
+4,504
72
$2.08M 0.52%
+11,157
73
$1.99M 0.5%
21,424
+6,858
74
$1.99M 0.5%
21,836
+1,680
75
$1.97M 0.49%
+11,589
1 2
3
4 5