MW

Marks Wealth Portfolio holdings

AUM $308M
1-Year Est. Return 39.86%
This Quarter Est. Return
1 Year Est. Return
+39.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$86.4M
2 +$7.86M
3 +$17.9K

Sector Composition

1 Consumer Staples 34.44%
2 Healthcare 20.37%
3 Energy 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$908K 34.44%
6,222
-123
2
$537K 20.37%
2,076
3
$487K 18.49%
1,412
4
$460K 17.46%
9,167
5
$244K 9.25%
2,073
6
-1,561,090
7
-71,134