MW

Marks Wealth Portfolio holdings

AUM $380M
1-Year Est. Return 40.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$19.1M
3
+$16.4M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$15M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$14.3M

Top Sells

1
+$34.1M
2
+$19.2M
3
+$18.7M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$18.5M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$14M

Sector Composition

1 Industrials 0.17%
2 Consumer Discretionary 0.15%
3 Healthcare 0.1%
4 Financials 0.07%
5 Energy 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-8,050
27
– –
-8,002
28
– –
-10,042
29
– –
-230,922
30
– –
-68,859
31
– –
-246,900
32
– –
-371,470
33
– –
-5,202
1
2