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
76
$3.93M 0.48%
23,860
+1,860
77
$3.91M 0.48%
+11,088
78
$3.9M 0.48%
196,596
+6,288
79
$3.83M 0.47%
+27,521
80
$3.68M 0.45%
114,962
+105,366
81
$3.65M 0.44%
+24,251
82
$3.65M 0.44%
+15,212
83
$3.6M 0.44%
45,318
+2,269
84
$3.59M 0.44%
+39,393
85
$3.58M 0.44%
17,315
-22,487
86
$3.56M 0.43%
8,159
+161
87
$3.55M 0.43%
+11,174
88
$3.53M 0.43%
+11,277
89
$3.48M 0.42%
190,195
+12,000
90
$3.48M 0.42%
5,058
-94
91
$3.38M 0.41%
5,082
+23
92
$3.38M 0.41%
9,528
+111
93
$3.19M 0.39%
15,445
-18,211
94
$3.17M 0.39%
93,215
-140,910
95
$3.11M 0.38%
7,758
+181
96
$3.1M 0.38%
8,804
-12,444
97
$3.05M 0.37%
59,733
+4,191
98
$3.04M 0.37%
69,614
-99,460
99
$2.96M 0.36%
7,200
+530
100
$2.71M 0.33%
6,567
+111
2 3
4
5 6