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
26
$7.66M 0.91%
39,295
+117
27
$7.62M 0.91%
22,364
-217
28
$7.59M 0.9%
34,580
-1,268
29
$7.56M 0.9%
177,964
+2,084
30
$7.53M 0.9%
30,113
-1,371
31
$7.47M 0.89%
19,164
-2,037
32
$7.47M 0.89%
35,358
-256
33
$7.44M 0.88%
33,057
+642
34
$7.43M 0.88%
37,563
-10,131
35
$7.41M 0.88%
39,374
+231
36
$7.39M 0.88%
87,487
-3,526
37
$7.38M 0.88%
44,561
+473
38
$7.34M 0.87%
65,381
-2,824
39
$7.33M 0.87%
19,217
-2,759
40
$7.29M 0.87%
73,724
+684
41
$7.27M 0.86%
21,054
-146
42
$7.14M 0.85%
84,167
-451
43
$7.06M 0.84%
75,711
+2,114
44
$7.01M 0.83%
+41,843
45
$6.92M 0.82%
384,179
-12,705
46
$6.86M 0.82%
+69,710
47
$6.85M 0.81%
25,948
+477
48
$6.82M 0.81%
14,494
+180
49
$6.82M 0.81%
30,337
+631
50
$6.8M 0.81%
+125,639
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