MGWM

Marks Group Wealth Management Portfolio holdings

AUM $1.08B
1-Year Est. Return 11.38%
This Quarter Est. Return
1 Year Est. Return
+11.38%
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
126
$1.51M 0.18%
94,235
127
$1.49M 0.18%
162,945
128
$1.48M 0.18%
9,025
+2,022
129
$1.46M 0.18%
87,905
-3,254
130
$1.45M 0.18%
117,844
+4,484
131
$1.44M 0.18%
5,515
-38
132
$1.43M 0.17%
6,460
+2,820
133
$1.42M 0.17%
+14,656
134
$1.39M 0.17%
4,065
+1,889
135
$1.37M 0.17%
+154,000
136
$1.35M 0.17%
16,192
137
$1.35M 0.16%
3
+1
138
$1.33M 0.16%
4,145
+3
139
$1.32M 0.16%
6,152
+1,286
140
$1.32M 0.16%
3,188
+493
141
$1.31M 0.16%
15,188
+6,638
142
$1.31M 0.16%
10,041
+234
143
$1.27M 0.16%
115,740
144
$1.27M 0.16%
19,732
+15,285
145
$1.25M 0.15%
8,500
+337
146
$1.25M 0.15%
7,715
+3,890
147
$1.24M 0.15%
3,218
-6
148
$1.23M 0.15%
10,515
+1,653
149
$1.23M 0.15%
+72,000
150
$1.22M 0.15%
+27,007
4 5
6
7 8