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
176
$829K 0.1%
6,288
-838
177
$821K 0.1%
13,757
-43
178
$821K 0.1%
20,178
179
$803K 0.1%
24,014
-254
180
$787K 0.09%
1,086
-11
181
$769K 0.09%
67,188
182
$749K 0.09%
8,953
-238
183
$742K 0.09%
19,031
+127
184
$739K 0.09%
22,364
-1,348
185
$732K 0.09%
819
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186
$726K 0.09%
6,065
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187
$726K 0.09%
11,674
-1,664
188
$724K 0.09%
38,288
+9,212
189
$712K 0.08%
7,555
190
$659K 0.08%
10,914
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191
$632K 0.08%
6,887
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192
$628K 0.07%
21,409
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193
$625K 0.07%
137,761
-14,341
194
$622K 0.07%
11,156
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195
$617K 0.07%
12,542
196
$616K 0.07%
18,310
+1,609
197
$605K 0.07%
3,040
+94
198
$602K 0.07%
6,761
+24
199
$602K 0.07%
1,937
+2
200
$601K 0.07%
4,457
-292
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8
9 10