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
$675M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.79M
3
+$5.3M
4
LDOS icon
Leidos
LDOS
+$4.85M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.05M

Top Sells

1
+$5.88M
2
+$5.2M
3
+$4.76M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.18M
5
ESLT icon
Elbit Systems
ESLT
+$3M

Sector Composition

1 Technology 18.25%
2 Healthcare 13.79%
3 Financials 13.75%
4 Industrials 13.36%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.16M 0.62%
90,188
-6,854
77
$3.96M 0.59%
144,726
+6,839
78
$3.89M 0.58%
8,058
+37
79
$3.88M 0.58%
111,619
+1,217
80
$3.83M 0.57%
86,579
+1,284
81
$3.82M 0.57%
10,835
+625
82
$3.78M 0.56%
161,756
+648
83
$3.77M 0.56%
119,777
+1,539
84
$3.77M 0.56%
7,840
+410
85
$3.74M 0.55%
178,195
86
$3.73M 0.55%
16,551
+63
87
$3.68M 0.55%
121,073
+1,412
88
$3.43M 0.51%
156,039
-13,663
89
$3.41M 0.51%
128,216
+13
90
$3.39M 0.5%
9,397
+2,794
91
$3.28M 0.49%
13,590
-96
92
$3.23M 0.48%
21,260
+1,560
93
$3.2M 0.47%
175,108
-65,728
94
$3.18M 0.47%
38,750
+2,410
95
$3.09M 0.46%
36,520
+1,700
96
$3M 0.44%
30,510
+1,593
97
$2.89M 0.43%
114,894
-7,820
98
$2.85M 0.42%
45,757
+3,527
99
$2.63M 0.39%
8,487
+620
100
$2.56M 0.38%
6,004
+2,172
2 3
4
5 6