MWM

MOR Wealth Management Portfolio holdings

AUM $218M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$780K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.77M
3
+$770K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$547K
5
CLNK
Bitwise Chainlink ETF
CLNK
+$482K

Top Sells

1
+$801K
2
+$542K
3
+$482K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$404K
5
J icon
Jacobs Solutions
J
+$388K

Sector Composition

1 Technology 12.02%
2 Energy 3.24%
3 Communication Services 2.91%
4 Healthcare 2.66%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
51
American Express
AXP
$211B
$539K 0.25%
1,781
-157
VOE icon
52
Vanguard Mid-Cap Value ETF
VOE
$22.3B
$516K 0.24%
2,800
XYLD icon
53
Global X S&P 500 Covered Call ETF
XYLD
$3.12B
$510K 0.23%
13,045
-300
AMAT icon
54
Applied Materials
AMAT
$339B
$488K 0.22%
1,429
-1,611
PL icon
55
Planet Labs
PL
$15.1B
$472K 0.22%
16,898
WMT icon
56
Walmart Inc
WMT
$967B
$441K 0.2%
+3,551
CLNK
57
Bitwise Chainlink ETF
CLNK
$22.1M
$434K 0.2%
+27,214
BX icon
58
Blackstone
BX
$145B
$434K 0.2%
3,774
-343
VUG icon
59
Vanguard Growth ETF
VUG
$225B
$431K 0.2%
5,922
-2,670
JNJ icon
60
Johnson & Johnson
JNJ
$558B
$424K 0.19%
1,734
CRM icon
61
Salesforce
CRM
$144B
$421K 0.19%
+2,256
VONG icon
62
Vanguard Russell 1000 Growth ETF
VONG
$44.3B
$418K 0.19%
3,813
-1,200
JPM icon
63
JPMorgan Chase
JPM
$812B
$414K 0.19%
1,409
+409
BE icon
64
Bloom Energy
BE
$87.6B
$398K 0.18%
2,935
-300
AVGO icon
65
Broadcom
AVGO
$1.96T
$396K 0.18%
+1,281
GLNK
66
Grayscale Chainlink Trust ETF
GLNK
$90.5M
$391K 0.18%
50,377
+12,850
SCHW icon
67
Charles Schwab
SCHW
$157B
$355K 0.16%
3,775
+997
RKLB icon
68
Rocket Lab Corp
RKLB
$72.6B
$353K 0.16%
5,500
IBIT icon
69
iShares Bitcoin Trust
IBIT
$63.4B
$347K 0.16%
9,039
-5,042
APD icon
70
Air Products & Chemicals
APD
$64.6B
$342K 0.16%
+1,179
VBR icon
71
Vanguard Small-Cap Value ETF
VBR
$34.7B
$338K 0.16%
1,555
DGRO icon
72
iShares Core Dividend Growth ETF
DGRO
$39.9B
$329K 0.15%
4,682
-26
CRWD icon
73
CrowdStrike
CRWD
$165B
$325K 0.15%
833
QCOM icon
74
Qualcomm
QCOM
$225B
$325K 0.15%
+2,525
FNDE icon
75
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.42B
$312K 0.14%
+8,142
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3
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