MWM
Marion Wealth Management Portfolio holdings
AUM
$451M
1-Year Est. Return
15.17%
This Fund
S&P 500
1 Year Est. Return
+15.17%
AUM
$451M
AUM Growth
+$552K
(+0.12%)
Holding
151
Top Buys
| 1 | +$7.46M | |
| 2 | +$4.16M | |
| 3 | +$1.51M | |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$1.3M |
| 5 |
WisdomTree US MidCap Dividend Fund
DON
|
+$1.17M |
Top Sells
| 1 | +$6.52M | |
| 2 | +$2.03M | |
| 3 | +$1.99M | |
| 4 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$1.2M |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
+$637K |
Sector Composition
| 1 | Technology | 8.7% |
| 2 | Financials | 4.14% |
| 3 | Communication Services | 3.29% |
| 4 | Industrials | 2.89% |
| 5 | Consumer Discretionary | 2.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
State Street SPDR S&P Dividend ETF
SDY
$20.8B
| – | – |
-1,499
|
|