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
$313M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.43%
2 Financials 3.9%
3 Industrials 2.91%
4 Communication Services 2.9%
5 Healthcare 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-24,114
127
-4,656
128
-3,426
129
-26,578
130
-7,171
131
-9,337