MW
Marks Wealth Portfolio holdings
AUM
$308M
This Quarter Return
+10.2%
1 Year Return
+39.86%
3 Year Return
+80.96%
5 Year Return
–
10 Year Return
–
AUM
$320M
AUM Growth
+$320M
(+4.5%)
Cap. Flow
-$10M
Cap. Flow
% of AUM
-3.13%
Top 10 Holdings %
Top 10 Hldgs %
82.27%
Holding
41
New
9
Increased
10
Reduced
12
Closed
6
Top Buys
| 1 |
Vanguard Financials ETF
VFH
|
$35.3M |
| 2 |
Vanguard Industrials ETF
VIS
|
$25M |
| 3 |
iShares US Transportation ETF
IYT
|
$20M |
| 4 |
SPDR S&P Homebuilders ETF
XHB
|
$11.2M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$8.97M |
Top Sells
Sector Composition
| 1 | Technology | 1.16% |
| 2 | Consumer Discretionary | 0.39% |
| 3 | Consumer Staples | 0.34% |
| 4 | Industrials | 0.24% |
| 5 | Healthcare | 0.16% |
