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
26
$5.96M 0.88%
56,455
+1,090
27
$5.91M 0.88%
49,270
+534
28
$5.9M 0.87%
41,260
-6,293
29
$5.88M 0.87%
49,816
-739
30
$5.85M 0.87%
33,115
+1,267
31
$5.82M 0.86%
26,849
-2,148
32
$5.81M 0.86%
65,140
+1,929
33
$5.79M 0.86%
+63,140
34
$5.72M 0.85%
64,246
-17,238
35
$5.69M 0.84%
30,116
-1,948
36
$5.64M 0.84%
38,155
-1,151
37
$5.62M 0.83%
34,209
-1,807
38
$5.6M 0.83%
54,295
-4,184
39
$5.57M 0.83%
25,224
+191
40
$5.56M 0.82%
26,271
+686
41
$5.5M 0.82%
28,506
-909
42
$5.48M 0.81%
42,919
+13,692
43
$5.47M 0.81%
165,856
-8,768
44
$5.44M 0.81%
35,570
-289
45
$5.43M 0.81%
43,767
-1,458
46
$5.42M 0.8%
77,664
+539
47
$5.42M 0.8%
44,454
+2,518
48
$5.41M 0.8%
22,107
+288
49
$5.4M 0.8%
49,526
-2,190
50
$5.37M 0.8%
125,338
+5,677
1
2
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