MWM
Marietta Wealth Management Portfolio holdings
AUM
$767M
This Quarter Return
+10.48%
1 Year Return
+17.09%
3 Year Return
+83.63%
5 Year Return
+124.22%
10 Year Return
–
AUM
$767M
AUM Growth
+$767M
(+13%)
Cap. Flow
+$30.8M
Cap. Flow
% of AUM
4.02%
Top 10 Holdings %
Top 10 Hldgs %
29.18%
Holding
116
New
8
Increased
71
Reduced
14
Closed
1
Top Buys
Top Sells
| 1 |
Netflix
NFLX
|
$525K |
| 2 |
Walmart
WMT
|
$282K |
| 3 |
Stewart Information Services
STC
|
$215K |
| 4 |
Broadcom
AVGO
|
$177K |
| 5 |
Costco
COST
|
$125K |
Sector Composition
| 1 | Technology | 20.18% |
| 2 | Financials | 9.87% |
| 3 | Communication Services | 8.32% |
| 4 | Consumer Discretionary | 6.3% |
| 5 | Healthcare | 6.26% |
