MGWM

Marks Group Wealth Management Portfolio holdings

AUM $1.08B
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$675M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.79M
3
+$5.3M
4
LDOS icon
Leidos
LDOS
+$4.85M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.05M

Top Sells

1
+$5.88M
2
+$5.2M
3
+$4.76M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.18M
5
ESLT icon
Elbit Systems
ESLT
+$3M

Sector Composition

1 Technology 18.25%
2 Healthcare 13.79%
3 Financials 13.75%
4 Industrials 13.36%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$225K 0.03%
+4,060
227
$222K 0.03%
+4,365
228
$221K 0.03%
+3,080
229
$221K 0.03%
+781
230
$221K 0.03%
191
+3
231
$217K 0.03%
+1,310
232
$216K 0.03%
+2,548
233
$215K 0.03%
+3,080
234
$215K 0.03%
+6,170
235
$215K 0.03%
945
-978
236
$214K 0.03%
1,961
+71
237
$212K 0.03%
1,728
-583
238
$206K 0.03%
+2,030
239
$205K 0.03%
580
-186
240
$205K 0.03%
2,021
-293
241
$202K 0.03%
+3,093
242
$201K 0.03%
+2,382
243
$189K 0.03%
15,000
244
$186K 0.03%
+14,302
245
$155K 0.02%
+10,519
246
$145K 0.02%
16,401
+1,209
247
$139K 0.02%
26,699
248
$121K 0.02%
12,115
+895
249
$104K 0.02%
14,394
-2,096
250
$96K 0.01%
35,014
8 9
10
11 12