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
201
$601K 0.07%
9,435
-285
202
$591K 0.07%
3,190
-39
203
$581K 0.07%
75,615
-204
204
$565K 0.07%
8,851
-23
205
$546K 0.06%
3,884
+249
206
$522K 0.06%
11,000
207
$513K 0.06%
3,862
+15
208
$499K 0.06%
9,650
-2,003
209
$485K 0.06%
5,000
210
$482K 0.06%
21,558
211
$476K 0.06%
3,267
212
$472K 0.06%
11,150
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213
$465K 0.06%
41,632
214
$457K 0.05%
4,878
-1,715
215
$449K 0.05%
4,435
216
$442K 0.05%
1,815
-67
217
$440K 0.05%
1,950
218
$438K 0.05%
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219
$432K 0.05%
12,352
220
$431K 0.05%
8,090
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221
$430K 0.05%
1,748
222
$412K 0.05%
6,535
+1
223
$410K 0.05%
7,313
-1,285
224
$409K 0.05%
1,370
-14
225
$406K 0.05%
5,825
-20
7 8
9
10 11