MWM
Marietta Wealth Management Portfolio holdings
AUM
$767M
This Quarter Return
+10.25%
1 Year Return
+17.09%
3 Year Return
+83.63%
5 Year Return
+124.22%
10 Year Return
–
AUM
$442M
AUM Growth
+$442M
(+10%)
Cap. Flow
+$9.06M
Cap. Flow
% of AUM
2.05%
Top 10 Holdings %
Top 10 Hldgs %
22.49%
Holding
115
New
12
Increased
48
Reduced
34
Closed
7
Top Buys
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$6.48M |
| 2 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
$3.45M |
| 3 |
Applied Materials
AMAT
|
$3.23M |
| 4 |
Trane Technologies
TT
|
$3.15M |
| 5 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$3.12M |
Sector Composition
| 1 | Technology | 15.93% |
| 2 | Financials | 9.45% |
| 3 | Healthcare | 9.27% |
| 4 | Consumer Discretionary | 9.24% |
| 5 | Industrials | 6.52% |
