MWM
Marietta Wealth Management Portfolio holdings
AUM
$767M
This Quarter Return
+3.73%
1 Year Return
+17.09%
3 Year Return
+83.63%
5 Year Return
+124.22%
10 Year Return
–
AUM
$641M
AUM Growth
+$641M
(+5.9%)
Cap. Flow
+$44.8M
Cap. Flow
% of AUM
6.98%
Top 10 Holdings %
Top 10 Hldgs %
30.29%
Holding
110
New
10
Increased
52
Reduced
33
Closed
4
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$13.7M |
| 2 |
Texas Pacific Land
TPL
|
$2.93M |
| 3 |
Textron
TXT
|
$2.64M |
| 4 |
PepsiCo
PEP
|
$1.62M |
| 5 |
Waste Management
WM
|
$1.36M |
Top Sells
| 1 |
Halliburton
HAL
|
$4.5M |
| 2 |
Boeing
BA
|
$3.87M |
| 3 |
NVIDIA
NVDA
|
$3.33M |
| 4 |
Autodesk
ADSK
|
$2.83M |
| 5 |
Darden Restaurants
DRI
|
$2.75M |
Sector Composition
| 1 | Technology | 18.99% |
| 2 | Financials | 8.36% |
| 3 | Healthcare | 7.88% |
| 4 | Communication Services | 7.73% |
| 5 | Consumer Discretionary | 6.67% |
