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
$821M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.97M
3
+$4.65M
4
TSLA icon
Tesla
TSLA
+$3.91M
5
SSD icon
Simpson Manufacturing
SSD
+$3.83M

Top Sells

1
+$4.79M
2
+$4.75M
3
+$4.64M
4
SHW icon
Sherwin-Williams
SHW
+$4.38M
5
APH icon
Amphenol
APH
+$4.35M

Sector Composition

1 Technology 18.17%
2 Financials 15.99%
3 Industrials 15.04%
4 Healthcare 14.24%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$556K 0.07%
11,017
-19,286
227
$541K 0.07%
850
-41
228
$533K 0.07%
4,435
229
$530K 0.06%
11,000
230
$530K 0.06%
4,599
+1,536
231
$526K 0.06%
21,558
232
$523K 0.06%
26,451
+3,618
233
$497K 0.06%
6,339
+1,563
234
$496K 0.06%
6,368
-10,178
235
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2,820
-59
236
$482K 0.06%
22,890
-40,062
237
$462K 0.06%
7,295
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238
$461K 0.06%
6,031
-10,452
239
$460K 0.06%
+5,000
240
$455K 0.06%
1,146
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241
$452K 0.06%
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242
$448K 0.05%
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243
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5,326
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244
$448K 0.05%
8,172
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245
$445K 0.05%
1,143
-78
246
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+1,316
247
$423K 0.05%
3,870
+1,877
248
$422K 0.05%
8,970
-375
249
$419K 0.05%
18,266
-34,828
250
$403K 0.05%
709
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10
11 12