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
276
$278K 0.03%
6,105
+54
277
$278K 0.03%
+206
278
$273K 0.03%
1,837
279
$271K 0.03%
9,240
-960
280
$270K 0.03%
+2,099
281
$261K 0.03%
463
-23
282
$259K 0.03%
2,976
-114
283
$255K 0.03%
+3,228
284
$252K 0.03%
2,222
+54
285
$249K 0.03%
+1,845
286
$245K 0.03%
+1,120
287
$241K 0.03%
7,399
288
$237K 0.03%
3,849
+882
289
$229K 0.03%
699
-56
290
$225K 0.03%
82,022
+25,799
291
$225K 0.03%
5,752
-2,806
292
$223K 0.03%
+4,447
293
$222K 0.03%
1,405
+29
294
$213K 0.03%
15,000
295
$208K 0.03%
8,078
296
$205K 0.03%
1,906
297
$202K 0.02%
+459
298
$202K 0.02%
+2,200
299
$200K 0.02%
2,142
+258
300
$192K 0.02%
58,252
-37,411
9 10 11
12
13