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
51
$6.69M 0.8%
151,315
+1,295
52
$6.56M 0.78%
36,214
+808
53
$6.55M 0.78%
15,942
+266
54
$6.51M 0.77%
108,545
+3,849
55
$6.51M 0.77%
64,022
+1,378
56
$6.5M 0.77%
25,343
+879
57
$6.47M 0.77%
106,826
+2,806
58
$6.38M 0.76%
66,842
+2,649
59
$6.37M 0.76%
15,893
-46
60
$6.3M 0.75%
128,737
+5,406
61
$6.14M 0.73%
35,755
+1,041
62
$6.04M 0.72%
29,536
+996
63
$5.92M 0.7%
76,614
+2,963
64
$5.83M 0.69%
48,162
-453
65
$5.74M 0.68%
26,685
+1,267
66
$5.58M 0.66%
19,450
-427
67
$5.58M 0.66%
63,042
+2,685
68
$5.49M 0.65%
6,786
-253
69
$5.48M 0.65%
145,826
+5,240
70
$5.47M 0.65%
67,692
+288
71
$5.41M 0.64%
80,185
+3,466
72
$5.09M 0.6%
103,172
+4,652
73
$5.04M 0.6%
93,170
-1,243
74
$5.02M 0.6%
32,777
-21
75
$5M 0.6%
153,366
-36
1 2
3
4 5