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
$697M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$2.12M
3
+$1.21M
4
SSBK
Southern States Bancshares
SSBK
+$977K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$660K

Top Sells

1
+$16.1M
2
+$7.6M
3
+$4.84M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$1.07M
5
WMT icon
Walmart
WMT
+$377K

Sector Composition

1 Technology 19.32%
2 Financials 8.27%
3 Communication Services 8.08%
4 Consumer Discretionary 7.47%
5 Healthcare 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$298K 0.04%
60
+1
102
$286K 0.04%
4,835
+94
103
$272K 0.04%
1,770
104
$270K 0.04%
33
105
$208K 0.03%
+719
106
$203K 0.03%
3,012
107
$200K 0.03%
1,200
+23
108
$95.4K 0.01%
23,794
109
– –
-8,007
110
– –
-123,668
111
– –
-5,000
112
– –
-2,708
113
– –
-10,941
1 2 3 4
5