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
$675M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$6.09M
2 +$5.79M
3 +$5.3M
4
LDOS icon
Leidos
LDOS
+$4.85M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.05M

Top Sells

1 +$5.88M
2 +$5.2M
3 +$4.76M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.18M
5
ESLT icon
Elbit Systems
ESLT
+$3M

Sector Composition

1 Technology 18.25%
2 Healthcare 13.79%
3 Financials 13.75%
4 Industrials 13.36%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-13,410
277
-30,253