MGWM

Marks Group Wealth Management Portfolio holdings

AUM $1.08B
1-Year Est. Return 11.38%
This Quarter Est. Return
1 Year Est. Return
+11.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.89M
3
+$1.69M
4
FWRD icon
Forward Air
FWRD
+$1.54M
5
BR icon
Broadridge
BR
+$1.5M

Top Sells

1
+$4.89M
2
+$4.1M
3
+$3.87M
4
TT icon
Trane Technologies
TT
+$3.02M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$2.33M

Sector Composition

1 Financials 17.14%
2 Industrials 16.99%
3 Technology 15.69%
4 Healthcare 12%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
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