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
51
$6.07M 0.74%
66,972
+7,239
52
$6.01M 0.73%
39,273
+1,091
53
$6M 0.73%
19,742
+239
54
$5.99M 0.73%
80,178
+7,508
55
$5.96M 0.73%
69,419
+3,667
56
$5.87M 0.72%
21,845
-40
57
$5.77M 0.7%
23,407
+609
58
$5.73M 0.7%
64,337
+5,186
59
$5.72M 0.7%
57,472
+3,920
60
$5.7M 0.7%
71,900
+8,973
61
$5.64M 0.69%
62,748
+4,164
62
$5.6M 0.68%
57,478
+1,451
63
$5.43M 0.66%
61,165
+6,560
64
$5.4M 0.66%
21,178
+345
65
$5.36M 0.65%
15,745
-262
66
$5.21M 0.63%
11,037
+43
67
$5.1M 0.62%
76,464
+4,335
68
$4.83M 0.59%
7,300
-8
69
$4.65M 0.57%
+78,521
70
$4.62M 0.56%
8,562
+152
71
$4.58M 0.56%
9,540
-7,060
72
$4.36M 0.53%
9,060
+118
73
$4.29M 0.52%
22,692
+9,703
74
$4.21M 0.51%
37,952
+508
75
$3.94M 0.48%
9,091
+699
1 2
3
4 5