MW
Marks Wealth Portfolio holdings
AUM
$308M
This Quarter Return
-1.87%
1 Year Return
+39.86%
3 Year Return
+80.96%
5 Year Return
–
10 Year Return
–
AUM
$328M
AUM Growth
+$328M
(+2.6%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
4.71%
Top 10 Holdings %
Top 10 Hldgs %
81.08%
Holding
42
New
7
Increased
8
Reduced
13
Closed
9
Top Buys
| 1 |
Vanguard Health Care ETF
VHT
|
$39.2M |
| 2 |
Franklin Senior Loan ETF
FLBL
|
$26M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$21.9M |
| 4 |
SPDR S&P Metals & Mining ETF
XME
|
$20M |
| 5 |
SPDR S&P Semiconductor ETF
XSD
|
$19.6M |
Top Sells
Sector Composition
| 1 | Technology | 1.16% |
| 2 | Consumer Discretionary | 0.31% |
| 3 | Consumer Staples | 0.31% |
| 4 | Healthcare | 0.22% |
| 5 | Industrials | 0.16% |
