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
201
$769K 0.09%
15,906
+3,887
202
$762K 0.09%
4,454
+136
203
$748K 0.09%
12,691
-22,958
204
$724K 0.09%
2,737
205
$701K 0.09%
+6,593
206
$689K 0.08%
7,015
+1,331
207
$679K 0.08%
2,530
+574
208
$669K 0.08%
22,455
+10,076
209
$669K 0.08%
9,887
+5,292
210
$665K 0.08%
7,136
+2,764
211
$634K 0.08%
12,352
+1,620
212
$634K 0.08%
4,516
+1,421
213
$618K 0.08%
1,922
-39
214
$616K 0.08%
15,784
-75
215
$601K 0.07%
11,779
+3,497
216
$598K 0.07%
10,760
-9,153
217
$597K 0.07%
+13,700
218
$594K 0.07%
10,179
+1,861
219
$585K 0.07%
+9,083
220
$584K 0.07%
21,012
+4,389
221
$579K 0.07%
35,048
+8,997
222
$575K 0.07%
4,739
+2,117
223
$570K 0.07%
10,524
+1,838
224
$566K 0.07%
5,215
-48
225
$557K 0.07%
7,473
-768
7 8
9
10 11