MW
Marks Wealth Portfolio holdings
AUM
$308M
This Quarter Return
+11.75%
1 Year Return
+39.86%
3 Year Return
+80.96%
5 Year Return
–
10 Year Return
–
AUM
$288M
AUM Growth
–
Cap. Flow
+$288M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.74%
Holding
36
New
36
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Information Technology ETF
VGT
|
$34.1M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$33.5M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$21.4M |
| 4 |
VanEck Semiconductor ETF
SMH
|
$20.9M |
| 5 |
iShares US Transportation ETF
IYT
|
$20.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.96% |
| 2 | Consumer Discretionary | 0.76% |
| 3 | Consumer Staples | 0.32% |
| 4 | Healthcare | 0.18% |
