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
276
– –
-1,492
277
– –
-36,328
278
– –
-953
279
– –
-2,015
280
– –
-63,531
281
– –
-10,941
282
– –
-70,394
283
– –
-3,650
284
– –
-11,376
285
– –
-4,456
286
– –
-4,440
287
– –
-15,047
288
– –
-12,760
289
– –
-15,000
8 9 10 11
12