MWM
Marietta Wealth Management Portfolio holdings
AUM
$865M
1-Year Est. Return
19.65%
This Fund
S&P 500
1 Year Est. Return
+19.65%
AUM
$865M
AUM Growth
+$46.7M
(+5.7%)
Holding
128
Top Buys
| 1 | +$20M | |
| 2 | +$18.7M | |
| 3 | +$843K | |
| 4 |
Invesco BulletShares 2032 Municipal Bond ETF
BSMW
|
+$711K |
| 5 |
Arista Networks
ANET
|
+$655K |
Top Sells
| 1 | +$19.2M | |
| 2 | +$718K | |
| 3 | +$583K | |
| 4 |
Goldman Sachs
GS
|
+$383K |
| 5 |
CSW
CSW Industrials
CSW
|
+$328K |
Sector Composition
| 1 | Technology | 21.23% |
| 2 | Financials | 9.75% |
| 3 | Communication Services | 9.2% |
| 4 | Healthcare | 7.26% |
| 5 | Consumer Discretionary | 5.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CSW
126
CSW Industrials
CSW
$4.85B
| – | – |
-1,350
|
|
||
127
Palantir
PLTR
$328B
| – | – |
-1,155
|
|
||
|
OKLO
128
Oklo
OKLO
$9.84B
| – | – |
-2,730
|
|