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
$375M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$467K
2 +$393K
3 +$223K
4
FSTR icon
Foster
FSTR
+$206K
5
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$173K

Sector Composition

1 Technology 9.01%
2 Financials 4.08%
3 Communication Services 3.05%
4 Consumer Discretionary 2.93%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$209K 0.06%
+429
127
-9,300
128
-9,593