MWM
Marion Wealth Management Portfolio holdings
AUM
$450M
1-Year Est. Return
12.76%
This Fund
S&P 500
1 Year Est. Return
+12.76%
AUM
$313M
AUM Growth
+$28.8M
(+10%)
Holding
131
Top Buys
| 1 | +$5.57M | |
| 2 | +$4.94M | |
| 3 | +$4.78M | |
| 4 |
First Trust Preferred Securities and Income ETF
FPE
|
+$4.7M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$4.67M |
Top Sells
| 1 | +$8.86M | |
| 2 | +$6.32M | |
| 3 | +$4.92M | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$3.95M |
| 5 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$2.27M |
Sector Composition
| 1 | Technology | 8.43% |
| 2 | Financials | 3.9% |
| 3 | Industrials | 2.91% |
| 4 | Communication Services | 2.9% |
| 5 | Healthcare | 2.78% |