MW
Marrick Wealth Portfolio holdings
AUM
$122M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$122M
AUM Growth
–
Holding
55
Top Buys
| 1 | +$30.8M | |
| 2 | +$20.8M | |
| 3 | +$10.6M | |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$7.94M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$6.15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.95% |
| 2 | Financials | 1.63% |
| 3 | Communication Services | 1.03% |
| 4 | Consumer Discretionary | 0.76% |
| 5 | Healthcare | 0.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Eli Lilly
LLY
$971B
| $233K | 0.19% |
+217
|
|
||
52
Visa
V
$602B
| $210K | 0.17% |
+599
|
|
||
53
Vanguard High Dividend Yield ETF
VYM
$74.6B
| $207K | 0.17% |
+1,442
|
|
||
54
Lam Research
LRCX
$312B
| $206K | 0.17% |
+1,203
|
|
||
55
Schwab US Broad Market ETF
SCHB
$39B
| $200K | 0.16% |
+7,627
|
|