MWM
MOR Wealth Management Portfolio holdings
AUM
$218M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$218M
AUM Growth
-$780K
(-0.36%)
Holding
115
Top Buys
| 1 | +$2.92M | |
| 2 | +$1.77M | |
| 3 | +$770K | |
| 4 |
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 |
Vanguard S&P 500 ETF
VOO
|
+$404K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Invesco S&P MidCap Momentum ETF
XMMO
$7.09B
| $201K | 0.09% |
1,386
-250
|
|
||
102
AbCellera Biologics
ABCL
$1.57B
| $115K | 0.05% |
33,000
|
|
||
|
NXDR
103
Nextdoor Holdings
NXDR
$770M
| $14.7K | 0.01% |
10,500
|
|
||
104
Zscaler
ZS
$27.5B
| – | – |
-1,308
|
|
||
105
Astera Labs
ALAB
$51.1B
| – | – |
-1,768
|
|
||
106
Automatic Data Processing
ADP
$88B
| – | – |
-800
|
|
||
107
Ameriprise Financial
AMP
$40.5B
| – | – |
-525
|
|
||
108
CSX Corp
CSX
$85.3B
| – | – |
-6,374
|
|
||
109
DoorDash
DASH
$69.4B
| – | – |
-1,000
|
|
||
110
DuPont de Nemours
DD
$19.3B
| – | – |
-7,328
|
|
||
111
Dick's Sporting Goods
DKS
$19.8B
| – | – |
-1,126
|
|
||
|
112
Jacobs Solutions
J
$13.5B
| – | – |
-2,926
|
|
||
113
Kimco Realty
KIM
$16.2B
| – | – |
-10,615
|
|
||
|
114
Vanguard S&P 500 ETF
VOO
$959B
| – | – |
-645
|
|
||
115
Invesco S&P MidCap Value with Momentum ETF
XMVM
$453M
| – | – |
-3,513
|
|