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
$675M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.79M
3
+$5.3M
4
LDOS icon
Leidos
LDOS
+$4.85M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.05M

Top Sells

1
+$5.88M
2
+$5.2M
3
+$4.76M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.18M
5
ESLT icon
Elbit Systems
ESLT
+$3M

Sector Composition

1 Technology 18.25%
2 Healthcare 13.79%
3 Financials 13.75%
4 Industrials 13.36%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$754K 0.11%
4,449
+263
152
$729K 0.11%
5,548
153
$725K 0.11%
12,422
+1,046
154
$714K 0.11%
2,333
+85
155
$711K 0.11%
6,543
+181
156
$696K 0.1%
13,257
+868
157
$694K 0.1%
3,064
+706
158
$692K 0.1%
10,357
+435
159
$681K 0.1%
17,507
+2,515
160
$661K 0.1%
11,359
+16
161
$659K 0.1%
6,781
+486
162
$654K 0.1%
11,250
+361
163
$617K 0.09%
31,406
+695
164
$613K 0.09%
2,737
165
$581K 0.09%
7,629
+380
166
$579K 0.09%
+3,583
167
$573K 0.08%
6,117
-254
168
$571K 0.08%
4,548
169
$552K 0.08%
939
-26
170
$550K 0.08%
15,780
+3,620
171
$539K 0.08%
4,671
+277
172
$529K 0.08%
7,653
+390
173
$526K 0.08%
3,292
174
$522K 0.08%
8,556
-1,121
175
$507K 0.08%
9,110
+1,240
5 6
7
8 9