MW
Marks Wealth Portfolio holdings
AUM
$308M
This Quarter Return
+8.39%
1 Year Return
+39.86%
3 Year Return
+80.96%
5 Year Return
–
10 Year Return
–
AUM
$265M
AUM Growth
+$265M
(+42%)
Cap. Flow
+$76.6M
Cap. Flow
% of AUM
28.94%
Top 10 Holdings %
Top 10 Hldgs %
99.41%
Holding
23
New
9
Increased
3
Reduced
1
Closed
7
Top Buys
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$36.2M |
| 2 |
SPDR Gold Trust
GLD
|
$33.3M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$32.4M |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$31.8M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$30.6M |
Sector Composition
| 1 | Consumer Staples | 0.38% |
| 2 | Healthcare | 0.19% |
| 3 | Financials | 0.16% |
| 4 | Consumer Discretionary | 0.16% |
| 5 | Energy | 0.09% |
