MWM
Marietta Wealth Management Portfolio holdings
AUM
$767M
1-Year Return
17.09%
This Quarter Return
-1%
1 Year Return
+17.09%
3 Year Return
+83.63%
5 Year Return
+124.22%
10 Year Return
–
AUM
$191M
AUM Growth
+$5.93M
(+3.2%)
Cap. Flow
+$8.79M
Cap. Flow
% of AUM
4.61%
Top 10 Holdings %
Top 10 Hldgs %
26.3%
Holding
124
New
9
Increased
59
Reduced
41
Closed
4
Top Buys
| 1 |
WisdomTree US SmallCap Earnings Fund
EES
|
$2.33M |
| 2 |
Cummins
CMI
|
$1.25M |
| 3 |
Labcorp
LH
|
$1.22M |
| 4 |
Amazon
AMZN
|
$1.1M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$884K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.84M |
| 2 |
AET
Aetna Inc
AET
|
$1.48M |
| 3 |
Exxon Mobil
XOM
|
$1.03M |
| 4 |
VF Corp
VFC
|
$608K |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$462K |
Sector Composition
| 1 | Financials | 11.86% |
| 2 | Technology | 10.82% |
| 3 | Healthcare | 8.78% |
| 4 | Consumer Discretionary | 7.5% |
| 5 | Industrials | 6.73% |
