MWM
Marietta Wealth Management Portfolio holdings
AUM
$767M
This Quarter Return
+8.01%
1 Year Return
+17.09%
3 Year Return
+83.63%
5 Year Return
+124.22%
10 Year Return
–
AUM
$531M
AUM Growth
+$531M
(+13%)
Cap. Flow
+$19.8M
Cap. Flow
% of AUM
3.74%
Top 10 Holdings %
Top 10 Hldgs %
25.73%
Holding
112
New
5
Increased
67
Reduced
22
Closed
5
Top Buys
| 1 |
Linde
LIN
|
$8.55M |
| 2 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
$8.05M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$6.75M |
| 4 |
Vanguard Value ETF
VTV
|
$3.81M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$2.59M |
Top Sells
| 1 |
Palo Alto Networks
PANW
|
$8.69M |
| 2 |
WisdomTree International SmallCap Dividend Fund
DLS
|
$6.94M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$3.82M |
| 4 |
NVIDIA
NVDA
|
$2.34M |
| 5 |
Meta Platforms (Facebook)
META
|
$1.07M |
Sector Composition
| 1 | Technology | 17.61% |
| 2 | Consumer Discretionary | 8.66% |
| 3 | Financials | 8.5% |
| 4 | Healthcare | 8.35% |
| 5 | Communication Services | 7.03% |
