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
$697M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$2.12M
3
+$1.21M
4
SSBK
Southern States Bancshares
SSBK
+$977K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$660K

Top Sells

1
+$16.1M
2
+$7.6M
3
+$4.84M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$1.07M
5
WMT icon
Walmart
WMT
+$377K

Sector Composition

1 Technology 19.32%
2 Financials 8.27%
3 Communication Services 8.08%
4 Consumer Discretionary 7.47%
5 Healthcare 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.42M 0.35%
36,641
+1,171
77
$2.22M 0.32%
29,016
-3,367
78
$2.05M 0.29%
10,725
+3
79
$2M 0.29%
19,742
-192
80
$1.72M 0.25%
4,665
+7
81
$1.66M 0.24%
29,899
-289,701
82
$1.18M 0.17%
14,470
83
$1.12M 0.16%
7,525
-89
84
$1.02M 0.15%
11,220
85
$977K 0.14%
+29,325
86
$959K 0.14%
23,440
87
$958K 0.14%
11,642
+63
88
$737K 0.11%
2,544
-144
89
$733K 0.11%
9,688
-288
90
$657K 0.09%
1,627
+80
91
$653K 0.09%
+1,850
92
$602K 0.09%
5,753
93
$592K 0.08%
4,600
+178
94
$471K 0.07%
2,077
+7
95
$461K 0.07%
2,095
+19
96
$458K 0.07%
2,047
+381
97
$445K 0.06%
2,670
+36
98
$440K 0.06%
1,737
+7
99
$389K 0.06%
6,246
+20
100
$357K 0.05%
3,319
+97
1 2 3
4
5