MWM
Marietta Wealth Management Portfolio holdings
AUM
$767M
This Quarter Return
+4.54%
1 Year Return
+17.09%
3 Year Return
+83.63%
5 Year Return
+124.22%
10 Year Return
–
AUM
$125M
AUM Growth
–
Cap. Flow
+$125M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.5%
Holding
119
New
119
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.51M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.97M |
| 3 |
Apple
AAPL
|
$3.83M |
| 4 |
WisdomTree US MidCap Fund
EZM
|
$2.56M |
| 5 |
Qualcomm
QCOM
|
$2.54M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 12.58% |
| 2 | Technology | 12.37% |
| 3 | Healthcare | 9.31% |
| 4 | Consumer Discretionary | 7.26% |
| 5 | Consumer Staples | 7.2% |
