Marcum Wealth, LLC
CIK Number: 0001784450
1.16B
Market Value
385
# of Holdings
12 months
Avg. Holding Period
37.65%
Win Rate
30.90%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 539.71 | -4.85% | 335.24K | +1.65% | 197.35M | 371.38 | 17.10% |
| 2 | SCHX | Schwab U.S. Lar... | 21.20 | -5% | 3.72M | +190.55% | 86.32M | 14.99 | 7.48% |
| 3 | VEA | Vanguard Develo... | 50.06 | -2.13% | 1.29M | +4.05% | 61.91M | 42.21 | 5.37% |
| 4 | SCHA | Schwab U.S. Sma... | 22.20 | -6.9% | 2.09M | +89.15% | 54.12M | 18.66 | 4.69% |
| 5 | VWO | Vanguard Emergi... | 44.64 | -1.78% | 1.11M | +3.90% | 48.96M | 43.22 | 4.24% |
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