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
76
$4.84M 0.58%
24,696
-26
77
$4.78M 0.57%
28,174
+1,314
78
$4.46M 0.53%
9,131
-182
79
$4.43M 0.53%
8,812
-50
80
$4.41M 0.52%
8,454
-34
81
$4.27M 0.51%
10,485
82
$4.06M 0.48%
31,151
+164
83
$3.84M 0.46%
26,395
-3,234
84
$3.79M 0.45%
11,091
-238
85
$3.68M 0.44%
58,792
86
$3.54M 0.42%
21,381
+319
87
$3.47M 0.41%
117,806
88
$3.45M 0.41%
544
-20
89
$3.41M 0.41%
15,074
-176
90
$3.31M 0.39%
21,816
+63
91
$3.17M 0.38%
18,916
-49
92
$3.08M 0.37%
24,788
93
$3.06M 0.36%
192,193
94
$2.95M 0.35%
80,955
-1,818
95
$2.87M 0.34%
69,087
+102
96
$2.83M 0.34%
15,778
+504
97
$2.83M 0.34%
8,292
-91
98
$2.75M 0.33%
44,216
+1,354
99
$2.75M 0.33%
59,473
100
$2.71M 0.32%
8,448
+43
2 3
4
5 6