MGWM

Marks Group Wealth Management Portfolio holdings

AUM $1.04B
1-Year Est. Return 12.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$6.88M
3
+$6.22M
4
SYK icon
Stryker
SYK
+$6.04M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.77M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.66%
2 Financials 15.68%
3 Technology 14.32%
4 Healthcare 10.95%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$490K 0.1%
+10,637
177
$489K 0.1%
+3,075
178
$482K 0.09%
+14,735
179
$481K 0.09%
+1,995
180
$457K 0.09%
+8,108
181
$441K 0.09%
+3,084
182
$439K 0.09%
+9,756
183
$432K 0.09%
+4,062
184
$403K 0.08%
+13,105
185
$394K 0.08%
+1,853
186
$387K 0.08%
+338
187
$360K 0.07%
+4,401
188
$357K 0.07%
+12,210
189
$357K 0.07%
+1,108
190
$355K 0.07%
+4,698
191
$351K 0.07%
+4,001
192
$351K 0.07%
+1,929
193
$346K 0.07%
+3,123
194
$340K 0.07%
+1
195
$337K 0.07%
+2,968
196
$331K 0.07%
+1,160
197
$314K 0.06%
+7,902
198
$307K 0.06%
+1,449
199
$300K 0.06%
+2,037
200
$299K 0.06%
+594
6 7
8
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