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
$1.04B
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$8.51M
3
+$3.95M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.74M
5
ICE icon
Intercontinental Exchange
ICE
+$2.64M

Top Sells

1
+$10.5M
2
+$7.18M
3
+$6.86M
4
UNH icon
UnitedHealth
UNH
+$6.33M
5
CP icon
Canadian Pacific Kansas City
CP
+$3.55M

Sector Composition

1 Industrials 23.67%
2 Technology 18.69%
3 Financials 18.06%
4 Healthcare 11.9%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$437K 0.04%
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-309
252
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13,953
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253
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12,052
254
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260
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261
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265
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