MW
Marks Wealth Portfolio holdings
AUM
$308M
This Quarter Return
+0.01%
1 Year Return
+39.86%
3 Year Return
+80.96%
5 Year Return
–
10 Year Return
–
AUM
$306M
AUM Growth
+$306M
(+3.3%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
4.53%
Top 10 Holdings %
Top 10 Hldgs %
83.79%
Holding
47
New
10
Increased
8
Reduced
10
Closed
15
Top Buys
Top Sells
| 1 |
VanEck Semiconductor ETF
SMH
|
$30.2M |
| 2 |
VanEck Oil Services ETF
OIH
|
$24.9M |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
$23.8M |
| 4 |
Global X US Infrastructure Development ETF
PAVE
|
$14.9M |
| 5 |
iShares US Transportation ETF
IYT
|
$14.7M |
Sector Composition
| 1 | Technology | 0.92% |
| 2 | Consumer Discretionary | 0.32% |
| 3 | Consumer Staples | 0.31% |
| 4 | Real Estate | 0.22% |
| 5 | Healthcare | 0.17% |
