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
$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
26
$7.04M 0.86%
185,668
+2,044
27
$6.93M 0.84%
145,475
-16,885
28
$6.89M 0.84%
98,163
-10,070
29
$6.89M 0.84%
27,930
-3,202
30
$6.88M 0.84%
31,691
+2,221
31
$6.78M 0.83%
33,190
-2,719
32
$6.76M 0.82%
15,748
-2,320
33
$6.75M 0.82%
32,394
+2,149
34
$6.7M 0.82%
28,944
+2,144
35
$6.62M 0.81%
35,103
+1,119
36
$6.56M 0.8%
38,665
-2,688
37
$6.55M 0.8%
42,657
-684
38
$6.53M 0.8%
79,182
+1,518
39
$6.52M 0.79%
35,697
-49
40
$6.48M 0.79%
132,864
-303
41
$6.47M 0.79%
37,245
-3,332
42
$6.46M 0.79%
29,854
+143
43
$6.45M 0.79%
25,451
-520
44
$6.44M 0.78%
15,627
-681
45
$6.4M 0.78%
120,600
-2,649
46
$6.39M 0.78%
27,120
+247
47
$6.39M 0.78%
78,001
-691
48
$6.27M 0.76%
16,193
+686
49
$6.26M 0.76%
42,657
-163
50
$6.1M 0.74%
52,967
-2,942
1
2
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