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
$561M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$4.07M
2 +$919K
3 +$661K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$526K
5
KO icon
Coca-Cola
KO
+$346K

Top Sells

1 +$4.73M
2 +$2.03M
3 +$756K
4
NEE icon
NextEra Energy
NEE
+$592K
5
DVN icon
Devon Energy
DVN
+$411K

Sector Composition

1 Technology 18.55%
2 Financials 8.81%
3 Consumer Discretionary 8.36%
4 Healthcare 7.83%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$296K 0.05%
2,050
102
$244K 0.04%
983
103
-19,616
104
-1,858