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
$841M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$6.86M
3
+$6.8M
4
BSX icon
Boston Scientific
BSX
+$6.8M
5
AAPL icon
Apple
AAPL
+$5.28M

Top Sells

1
+$6.85M
2
+$6.16M
3
+$4.42M
4
PRI icon
Primerica
PRI
+$2M
5
LMT icon
Lockheed Martin
LMT
+$1.45M

Sector Composition

1 Technology 21%
2 Industrials 20.78%
3 Financials 15.59%
4 Healthcare 12.85%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$398K 0.05%
14,936
-681
227
$392K 0.05%
727
228
$386K 0.05%
279
-2
229
$381K 0.05%
119,802
-642
230
$380K 0.05%
4,259
231
$370K 0.04%
1,002
232
$368K 0.04%
21,742
+194
233
$352K 0.04%
15,250
-32
234
$352K 0.04%
3,047
-55
235
$349K 0.04%
9,891
+12
236
$344K 0.04%
2,843
-7
237
$344K 0.04%
1,001
238
$344K 0.04%
6,072
+360
239
$340K 0.04%
4,059
240
$335K 0.04%
3,818
-14
241
$329K 0.04%
1,594
+157
242
$325K 0.04%
12,400
243
$324K 0.04%
777
-8
244
$322K 0.04%
3,413
-121
245
$321K 0.04%
3,507
-220
246
$314K 0.04%
5,000
247
$311K 0.04%
1,973
-46
248
$306K 0.04%
+2,071
249
$298K 0.04%
3,274
250
$295K 0.04%
2,186
-635
8 9
10
11 12