MWM
Marion Wealth Management Portfolio holdings
AUM
$399M
This Quarter Return
-1.16%
1 Year Return
+10.63%
3 Year Return
+39.41%
5 Year Return
–
10 Year Return
–
AUM
$377M
AUM Growth
+$377M
(+0.55%)
Cap. Flow
+$8.9M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
42.36%
Holding
137
New
11
Increased
85
Reduced
22
Closed
5
Top Buys
| 1 |
Amazon
AMZN
|
$1.98M |
| 2 |
Vulcan Materials
VMC
|
$1.18M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$976K |
| 4 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
$969K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$606K |
Top Sells
Sector Composition
| 1 | Technology | 9.24% |
| 2 | Financials | 4.55% |
| 3 | Communication Services | 3.23% |
| 4 | Consumer Discretionary | 2.96% |
| 5 | Industrials | 2.77% |
