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
101
$2.59M 0.32%
99,903
-182,842
102
$2.53M 0.31%
351,955
+115,815
103
$2.48M 0.3%
232,541
-111
104
$2.47M 0.3%
9,539
+328
105
$2.41M 0.29%
14,302
+860
106
$2.38M 0.29%
4,151
+97
107
$2.37M 0.29%
17,198
+150
108
$2.34M 0.29%
279,460
+90,000
109
$2.33M 0.28%
58,610
+47,158
110
$2.32M 0.28%
4,065
+70
111
$2.29M 0.28%
6,822
+791
112
$2.29M 0.28%
18,950
+6,922
113
$2.26M 0.28%
24,743
-6,261
114
$2.26M 0.28%
4,754
+3,870
115
$2.23M 0.27%
7,507
+1,361
116
$2.17M 0.26%
12,006
+170
117
$2.03M 0.25%
7,209
+221
118
$1.95M 0.24%
11,414
+3,542
119
$1.93M 0.24%
323
+3
120
$1.93M 0.24%
32,707
+5,599
121
$1.83M 0.22%
12,830
122
$1.74M 0.21%
123,275
+46,705
123
$1.73M 0.21%
11,661
+4,951
124
$1.63M 0.2%
2,048
+968
125
$1.58M 0.19%
46,220
+2,466
3 4
5
6 7