MWM
Marion Wealth Management Portfolio holdings
AUM
$399M
This Quarter Return
+6.44%
1 Year Return
+10.63%
3 Year Return
+39.41%
5 Year Return
–
10 Year Return
–
AUM
$399M
AUM Growth
+$399M
(+6.7%)
Cap. Flow
+$5.48M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
43.86%
Holding
140
New
12
Increased
81
Reduced
23
Closed
9
Top Buys
| 1 |
T-Mobile US
TMUS
|
$2.18M |
| 2 |
Quest Diagnostics
DGX
|
$2.17M |
| 3 |
McKesson
MCK
|
$2.13M |
| 4 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$1.6M |
| 5 |
Linde
LIN
|
$1.38M |
Top Sells
| 1 |
UnitedHealth
UNH
|
$3.1M |
| 2 |
Becton Dickinson
BDX
|
$2.62M |
| 3 |
Comcast
CMCSA
|
$2.52M |
| 4 |
PepsiCo
PEP
|
$1.62M |
| 5 |
Air Products & Chemicals
APD
|
$1.56M |
Sector Composition
| 1 | Technology | 9.05% |
| 2 | Financials | 4.25% |
| 3 | Communication Services | 3.13% |
| 4 | Industrials | 2.79% |
| 5 | Consumer Discretionary | 2.79% |
