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
176
$493K 0.07%
3,719
-124
177
$485K 0.07%
7,640
-482
178
$485K 0.07%
14,241
-2,571
179
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5,488
+123
180
$469K 0.07%
21,558
181
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6,404
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182
$453K 0.07%
1,373
+371
183
$436K 0.06%
11,964
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184
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4,435
185
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2,849
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186
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187
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188
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1,715
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189
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190
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1
191
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195
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196
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197
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198
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+5,598
199
$338K 0.05%
10,005
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200
$337K 0.05%
1,208
+25
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