MW

Marks Wealth Portfolio holdings

AUM $324M
1-Year Est. Return 44.39%
This Quarter Est. Return
1 Year Est. Return
+44.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$33.5M
3
+$21.4M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$20.9M
5
IYT icon
iShares US Transportation ETF
IYT
+$20.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.96%
2 Consumer Discretionary 0.76%
3 Consumer Staples 0.32%
4 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$659K 0.23%
+2,394
27
$602K 0.21%
+46,120
28
$529K 0.18%
+2,168
29
$378K 0.13%
+1,760
30
$352K 0.12%
+1,730
31
$283K 0.1%
+5,553
32
$282K 0.1%
+2,526
33
$281K 0.1%
+4,055
34
$271K 0.09%
+1,560
35
$235K 0.08%
+4,681
36
$208K 0.07%
+1,895
1
2