MW

Marks Wealth Portfolio holdings

AUM $308M
1-Year Est. Return 39.86%
This Quarter Est. Return
1 Year Est. Return
+39.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$28.5M
3
+$23.1M
4
GLD icon
SPDR Gold Trust
GLD
+$15.1M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$14.7M

Top Sells

1
+$86.7M
2
+$29.9M
3
+$19.6M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$13.7M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$11.4M

Sector Composition

1 Technology 0.5%
2 Consumer Staples 0.46%
3 Communication Services 0.24%
4 Healthcare 0.22%
5 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$52.6K 0.02%
+10,035
27
$9.47K ﹤0.01%
+10,000
28
– –
-201,665
29
– –
-149,495
1
2