MW

Marks Wealth Portfolio holdings

AUM $299M
1-Year Est. Return 42.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.27%
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
+$28.3M
2
+$26.9M
3
+$21.7M
4
GLD icon
SPDR Gold Trust
GLD
+$14.2M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$13.5M

Top Sells

1
+$84.6M
2
+$28.5M
3
+$19.4M
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%
+2,007
27
$9.47K ﹤0.01%
+10,000
28
– –
-201,665
29
– –
-149,495
1
2