MW
Marks Wealth Portfolio holdings
AUM
$308M
This Quarter Return
-1.2%
1 Year Return
+39.86%
3 Year Return
+80.96%
5 Year Return
–
10 Year Return
–
AUM
$66.6M
AUM Growth
+$66.6M
(-22%)
Cap. Flow
-$18.3M
Cap. Flow
% of AUM
-27.43%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
17
New
1
Increased
–
Reduced
2
Closed
9
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$32.8M |
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$18.3M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$18.2M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$10.6M |
| 4 |
Apple
AAPL
|
$1.74M |
| 5 |
NVIDIA
NVDA
|
$653K |
Sector Composition
| 1 | Consumer Staples | 1.27% |
| 2 | Healthcare | 0.7% |
| 3 | Consumer Discretionary | 0.61% |
| 4 | Real Estate | 0.47% |
| 5 | Industrials | 0% |
