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
$554M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.94M
3
+$4.86M
4
KEYS icon
Keysight
KEYS
+$4.79M
5
NOC icon
Northrop Grumman
NOC
+$4.43M

Top Sells

1
+$4.89M
2
+$4.38M
3
+$4.15M
4
WSO icon
Watsco Inc
WSO
+$3.58M
5
AAPL icon
Apple
AAPL
+$3.54M

Sector Composition

1 Technology 17%
2 Healthcare 14.98%
3 Industrials 14.27%
4 Financials 14.15%
5 Communication Services 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.54M 0.82%
256,529
+66,220
52
$4.53M 0.82%
31,728
-695
53
$4.44M 0.8%
39,252
-1,398
54
$4.43M 0.8%
+14,058
55
$4.43M 0.8%
36,186
+898
56
$4.39M 0.79%
76,516
+46,263
57
$4.33M 0.78%
53,796
+5,759
58
$4.29M 0.78%
73,554
+10,437
59
$4.29M 0.77%
62,672
-965
60
$4.28M 0.77%
119,478
+26,453
61
$4.21M 0.76%
25,480
+987
62
$4.18M 0.76%
+48,412
63
$4.18M 0.76%
44,819
+4,997
64
$4.17M 0.75%
51,698
+2,423
65
$4.04M 0.73%
48,391
+7,247
66
$3.84M 0.69%
20,736
+959
67
$3.82M 0.69%
139,486
-2,453
68
$3.66M 0.66%
103,742
-6,913
69
$3.53M 0.64%
183,485
-1,477
70
$3.51M 0.63%
177,823
-2,024
71
$3.51M 0.63%
120,350
-9,101
72
$3.45M 0.62%
98,957
-3,326
73
$3.43M 0.62%
9,521
-808
74
$3.17M 0.57%
120,923
+30
75
$3.16M 0.57%
112,986
-1,302
1 2
3
4 5