MWM

Marion Wealth Management Portfolio holdings

AUM $422M
1-Year Est. Return 10.11%
This Quarter Est. Return
1 Year Est. Return
+10.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.82%
2 Financials 3.99%
3 Industrials 3.13%
4 Consumer Discretionary 2.95%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$67K 0.03%
16,477
+133
102
-10,000
103
-166,685
104
-98,590
105
-38,037
106
-8,043
107
-90,658