MWM
Marion Wealth Management Portfolio holdings
AUM
$399M
This Quarter Return
+4.46%
1 Year Return
+10.63%
3 Year Return
+39.41%
5 Year Return
–
10 Year Return
–
AUM
$211M
AUM Growth
–
Cap. Flow
+$211M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.8%
Holding
97
New
97
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.65% |
| 2 | Financials | 3.18% |
| 3 | Industrials | 3.12% |
| 4 | Consumer Discretionary | 2.56% |
| 5 | Communication Services | 2.33% |
