MW
Marrick Wealth Portfolio holdings
AUM
$119M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$119M
AUM Growth
-$3.25M
(-2.7%)
Holding
58
Top Buys
| 1 | +$422K | |
| 2 | +$248K | |
| 3 | +$232K | |
| 4 |
Dimensional US Core Equity 1 ETF
DCOR
|
+$179K |
| 5 |
Avantis Real Estate ETF
AVRE
|
+$92.9K |
Top Sells
| 1 | +$1.24M | |
| 2 | +$345K | |
| 3 | +$266K | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$254K |
| 5 |
Avantis Core Fixed Income ETF
AVIG
|
+$243K |
Sector Composition
| 1 | Technology | 3.69% |
| 2 | Financials | 1.46% |
| 3 | Communication Services | 0.97% |
| 4 | Consumer Discretionary | 0.65% |
| 5 | Consumer Staples | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Clover Health Investments
CLOV
$1.89B
| $26.4K | 0.02% |
+15,000
|
|
||
|
ABTC
52
American Bitcoin Corp
ABTC
$1.14B
| $9.24K | 0.01% |
+10,000
|
|
||
53
Eli Lilly
LLY
$966B
| – | – |
-217
|
|
||
54
Schwab US Broad Market ETF
SCHB
$42.9B
| – | – |
-7,627
|
|
||
55
State Street SPDR S&P 500 ETF Trust
SPY
$776B
| – | – |
-506
|
|
||
56
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.2B
| – | – |
-2,492
|
|
||
57
Visa
V
$623B
| – | – |
-599
|
|
||
58
Vanguard High Dividend Yield ETF
VYM
$78.1B
| – | – |
-1,442
|
|