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
126
$1.92M 0.23%
58,711
-2,844
127
$1.89M 0.23%
13,319
-81
128
$1.86M 0.22%
9,081
+46
129
$1.86M 0.22%
4,954
+38
130
$1.83M 0.22%
2,653
-163
131
$1.77M 0.21%
223,406
132
$1.75M 0.21%
44,341
+2,346
133
$1.74M 0.21%
21,478
+3,968
134
$1.66M 0.2%
12,130
+1,097
135
$1.65M 0.2%
49,470
+7,040
136
$1.59M 0.19%
84,887
137
$1.58M 0.19%
43,193
+4,312
138
$1.52M 0.18%
38,829
-2,440
139
$1.49M 0.18%
5,256
-46
140
$1.44M 0.17%
20,430
+6
141
$1.41M 0.17%
10,516
-15
142
$1.37M 0.16%
6,066
-109
143
$1.34M 0.16%
3,529
-351
144
$1.3M 0.15%
2,830
-3,158
145
$1.29M 0.15%
5,861
146
$1.28M 0.15%
29,850
-300
147
$1.27M 0.15%
3,635
+33
148
$1.25M 0.15%
12,411
-82
149
$1.25M 0.15%
24,106
-3,145
150
$1.2M 0.14%
96,764
4 5
6
7 8