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
$321M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$2.78M
3
+$2.52M
4
CMCSA icon
Comcast
CMCSA
+$2.48M
5
AVGO icon
Broadcom
AVGO
+$2.13M

Top Sells

1
+$6.87M
2
+$3.97M
3
+$3.13M
4
INTC icon
Intel
INTC
+$2.82M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.4M

Sector Composition

1 Technology 14.3%
2 Consumer Discretionary 12.59%
3 Healthcare 9.45%
4 Financials 8.24%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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107
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108
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109
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110
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111
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5