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
176
$991K 0.12%
33,781
-59,547
177
$988K 0.12%
19,640
+4,829
178
$972K 0.12%
4,906
+225
179
$942K 0.11%
7,288
+2,740
180
$934K 0.11%
5,885
+1,347
181
$931K 0.11%
36,618
-66,243
182
$921K 0.11%
+30,720
183
$920K 0.11%
4,091
+978
184
$912K 0.11%
42,629
-75,841
185
$898K 0.11%
21,540
+4,527
186
$882K 0.11%
12,686
187
$869K 0.11%
2,415
188
$866K 0.11%
+1,300
189
$863K 0.11%
16,465
+7,740
190
$862K 0.11%
6,125
+1,319
191
$855K 0.1%
16,701
+2,684
192
$848K 0.1%
2,187
+1,031
193
$834K 0.1%
2,433
+316
194
$826K 0.1%
+2,740
195
$819K 0.1%
6,592
+3,048
196
$817K 0.1%
11,261
+533
197
$816K 0.1%
10,400
+2,723
198
$811K 0.1%
872
+182
199
$803K 0.1%
5,540
200
$799K 0.1%
34,465
-59,962
6 7
8
9 10