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
$808M
AUM Growth
-$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$2.37M
3
+$1.84M
4
GSK icon
GSK
GSK
+$1.77M
5
TGT icon
Target
TGT
+$1.49M

Top Sells

1
+$2.32M
2
+$1.92M
3
+$1.59M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.56M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.52M

Sector Composition

1 Industrials 20.67%
2 Technology 20.55%
3 Financials 16.12%
4 Healthcare 13.09%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$405K 0.05%
8,090
227
$394K 0.05%
1,950
228
$359K 0.04%
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229
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231
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233
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234
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239
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240
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241
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246
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248
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249
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250
$265K 0.03%
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10
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