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
101
$2.69M 0.32%
464,309
102
$2.5M 0.3%
41,473
-1,395
103
$2.49M 0.3%
5,189
-13
104
$2.48M 0.29%
24,939
+1,009
105
$2.46M 0.29%
12,830
106
$2.44M 0.29%
35,070
+15,837
107
$2.4M 0.29%
5,425
-34
108
$2.39M 0.28%
64,243
+29,089
109
$2.36M 0.28%
55,187
+3,042
110
$2.34M 0.28%
23,669
+3,969
111
$2.34M 0.28%
40,790
-965
112
$2.34M 0.28%
42,731
+15,678
113
$2.31M 0.27%
25,700
+502
114
$2.3M 0.27%
7,790
-103
115
$2.26M 0.27%
24,949
+62
116
$2.23M 0.26%
20,771
-3,175
117
$2.21M 0.26%
9,949
+96
118
$2.19M 0.26%
58,871
+1,553
119
$2.18M 0.26%
12,662
-117
120
$2.15M 0.26%
18,056
-5,409
121
$2.09M 0.25%
7,980
-1,525
122
$2.07M 0.25%
4
+1
123
$2M 0.24%
14,823
-13
124
$1.95M 0.23%
17,455
+6
125
$1.94M 0.23%
11,435
-1,094
3 4
5
6 7