MWM
MOR Wealth Management Portfolio holdings
AUM
$219M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$219M
AUM Growth
–
Holding
105
Top Buys
| 1 | +$28.2M | |
| 2 | +$22.3M | |
| 3 | +$18.9M | |
| 4 |
Franklin International Low Volatility High Dividend Index ETF
LVHI
|
+$16.7M |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$14.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14% |
| 2 | Communication Services | 2.98% |
| 3 | Energy | 2.38% |
| 4 | Healthcare | 1.72% |
| 5 | Consumer Staples | 1.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.56B
| $208K | 0.1% |
+3,400
|
|
||
102
Automatic Data Processing
ADP
$94.2B
| $206K | 0.09% |
+800
|
|
||
103
Vanguard Small-Cap ETF
VB
$72B
| $202K | 0.09% |
+784
|
|
||
104
AbCellera Biologics
ABCL
$832M
| $113K | 0.05% |
+33,000
|
|
||
|
NXDR
105
Nextdoor Holdings
NXDR
$667M
| $22.1K | 0.01% |
+10,500
|
|