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
251
$289K 0.03%
15,710
-2,591
252
$287K 0.03%
4,000
253
$284K 0.03%
969
254
$282K 0.03%
6,180
+313
255
$281K 0.03%
1,213
-7
256
$278K 0.03%
1,557
+28
257
$270K 0.03%
11,508
+288
258
$262K 0.03%
2,157
259
$256K 0.03%
929
-61
260
$240K 0.03%
855
261
$238K 0.03%
3,106
-42
262
$238K 0.03%
+515
263
$236K 0.03%
2,639
264
$225K 0.03%
4,299
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265
$225K 0.03%
837
+12
266
$224K 0.03%
1,695
+78
267
$223K 0.03%
+475
268
$216K 0.03%
+2,137
269
$207K 0.02%
+2,732
270
$206K 0.02%
+5,272
271
$205K 0.02%
+2,734
272
$201K 0.02%
+799
273
$153K 0.02%
+11,001
274
$110K 0.01%
+14,163
275
$56.3K 0.01%
+12,946
8 9 10
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