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
251
$401K 0.05%
969
+100
252
$400K 0.05%
6,033
+1,891
253
$395K 0.05%
13,444
+3,230
254
$370K 0.05%
8,053
-14,279
255
$368K 0.04%
1,790
+698
256
$368K 0.04%
1,771
-91
257
$366K 0.04%
20,826
-29,502
258
$364K 0.04%
1,001
259
$360K 0.04%
2,317
+314
260
$350K 0.04%
11,028
+2,160
261
$339K 0.04%
+16,031
262
$339K 0.04%
1,518
+460
263
$336K 0.04%
198
-5
264
$330K 0.04%
4,000
265
$328K 0.04%
2,741
-138
266
$326K 0.04%
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267
$316K 0.04%
1,964
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268
$315K 0.04%
7,112
+2,220
269
$308K 0.04%
51,395
+16,025
270
$307K 0.04%
52,717
271
$307K 0.04%
249
-13
272
$307K 0.04%
3,701
-151
273
$298K 0.04%
9,389
-17,114
274
$294K 0.04%
2,612
+26
275
$279K 0.03%
4,762
-84
9 10
11
12 13