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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$3.96M
3
+$3.83M
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$2.56M
5
QCOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$316K 0.25%
+5,381
102
$312K 0.25%
+1,844
103
$287K 0.23%
+6,488
104
$286K 0.23%
+1,915
105
$284K 0.23%
+7,378
106
$273K 0.22%
+1,299
107
$244K 0.2%
+5,078
108
$240K 0.19%
+4,351
109
$235K 0.19%
+6,080
110
$225K 0.18%
+1,404
111
$224K 0.18%
+3,334
112
$215K 0.17%
+2,934
113
$212K 0.17%
+5,166
114
$150K 0.12%
+12,400
115
$68K 0.05%
+17,544
116
$68K 0.05%
+18,249
1 2 3 4
5