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
201
$336K 0.05%
1,991
-46
202
$331K 0.05%
6,735
203
$330K 0.05%
1,453
+77
204
$330K 0.05%
906
205
$326K 0.05%
824
-88
206
$322K 0.05%
2,145
+133
207
$322K 0.05%
4,845
208
$315K 0.05%
276
-5
209
$305K 0.05%
2,940
-220
210
$304K 0.05%
3,467
+60
211
$289K 0.04%
3,655
-446
212
$286K 0.04%
56,942
+12,311
213
$282K 0.04%
75,788
+17,256
214
$281K 0.04%
3,796
+25
215
$277K 0.04%
17,297
+683
216
$276K 0.04%
3,549
+160
217
$270K 0.04%
3,586
-47
218
$269K 0.04%
+13,488
219
$265K 0.04%
5,398
+392
220
$264K 0.04%
1,449
-24
221
$263K 0.04%
3,390
-154
222
$255K 0.04%
+2,605
223
$240K 0.04%
822
-5
224
$239K 0.04%
867
-68
225
$234K 0.03%
4,191
-538
7 8
9
10 11