MWM
Marietta Wealth Management Portfolio holdings
AUM
$841M
1-Year Est. Return
21.92%
This Fund
S&P 500
1 Year Est. Return
+21.92%
AUM
$841M
AUM Growth
-$23.1M
(-2.7%)
Holding
132
Top Buys
| 1 | +$4.94M | |
| 2 | +$4.3M | |
| 3 | +$3.6M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.13M |
| 5 |
Uber
UBER
|
+$1.75M |
Top Sells
| 1 | +$26.1M | |
| 2 | +$5.09M | |
| 3 | +$4.33M | |
| 4 |
Chevron
CVX
|
+$1.78M |
| 5 |
Texas Pacific Land
TPL
|
+$1.54M |
Sector Composition
| 1 | Technology | 20.04% |
| 2 | Financials | 9.71% |
| 3 | Healthcare | 7.35% |
| 4 | Communication Services | 6.15% |
| 5 | Consumer Staples | 5.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CRWV
126
CoreWeave Inc
CRWV
$59.8B
| $242K | 0.03% |
3,118
|
|
||
127
Qualcomm
QCOM
$265B
| $219K | 0.03% |
1,704
+52
|
|
||
128
Kimberly-Clark
KMB
$32.4B
| $212K | 0.03% |
2,198
|
|
||
129
Citizens
CIA
$262M
| $120K | 0.01% |
23,794
|
|
||
130
FB Financial Corp
FBK
$2.71B
| – | – |
-22,109
|
|
||
131
Cheniere Energy
LNG
$47.1B
| – | – |
-1,124
|
|
||
132
Stewart Information Services
STC
$1.98B
| – | – |
-3,012
|
|