MW
Marks Wealth Portfolio holdings
AUM
$308M
This Quarter Return
+4.97%
1 Year Return
+39.86%
3 Year Return
+80.96%
5 Year Return
–
10 Year Return
–
AUM
$296M
AUM Growth
+$296M
(-2.6%)
Cap. Flow
-$19M
Cap. Flow
% of AUM
-6.4%
Top 10 Holdings %
Top 10 Hldgs %
77.61%
Holding
43
New
4
Increased
19
Reduced
11
Closed
6
Top Buys
| 1 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$7.14M |
| 2 |
Global X US Infrastructure Development ETF
PAVE
|
$4.95M |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
$4.02M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.07M |
| 5 |
US Global Jets ETF
JETS
|
$2.08M |
Top Sells
Sector Composition
| 1 | Technology | 0.93% |
| 2 | Consumer Discretionary | 0.32% |
| 3 | Consumer Staples | 0.3% |
| 4 | Real Estate | 0.3% |
| 5 | Healthcare | 0.28% |
