MWM

Moran Wealth Management Portfolio holdings

AUM $3.27B
1-Year Est. Return 25.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.27B
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$12.9M
3
+$12.7M
4
CASY icon
Casey's General Stores
CASY
+$12.1M
5
WMB icon
Williams Companies
WMB
+$11.5M

Top Sells

1
+$23.9M
2
+$21.6M
3
+$15.2M
4
PGR icon
Progressive
PGR
+$12.7M
5
WRB icon
W.R. Berkley
WRB
+$12.1M

Sector Composition

1 Technology 21.98%
2 Industrials 17.58%
3 Financials 12.42%
4 Healthcare 9.38%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BROS icon
276
Dutch Bros
BROS
$7.77B
$2.68M 0.08%
52,859
-1,570
NEM icon
277
Newmont
NEM
$115B
$2.67M 0.08%
24,701
+5,355
SPYI icon
278
NEOS S&P 500 High Income ETF
SPYI
$9.98B
$2.56M 0.08%
51,793
+38,744
SBSW icon
279
Sibanye-Stillwater
SBSW
$7.85B
$2.56M 0.08%
207,397
+45,377
QQQH
280
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$382M
$2.55M 0.08%
49,727
+37,119
TTEK icon
281
Tetra Tech
TTEK
$7.04B
$2.53M 0.08%
84,145
-81,923
AR icon
282
Antero Resources
AR
$11.2B
$2.53M 0.08%
59,693
+15,302
SANM icon
283
Sanmina
SANM
$15.2B
$2.52M 0.08%
19,419
-1,800
NTR icon
284
Nutrien
NTR
$32.9B
$2.51M 0.08%
33,383
+7,462
EQIX icon
285
Equinix
EQIX
$106B
$2.43M 0.07%
2,476
-899
KTB icon
286
Kontoor Brands
KTB
$3.77B
$2.39M 0.07%
34,015
+4,127
UFPI icon
287
UFP Industries
UFPI
$4.59B
$2.35M 0.07%
25,561
-26,142
SHOO icon
288
Steven Madden
SHOO
$3.24B
$2.35M 0.07%
69,335
-6,233
LIT icon
289
Global X Lithium & Battery Tech ETF
LIT
$2.17B
$2.35M 0.07%
31,612
-200
CBT icon
290
Cabot Corp
CBT
$4.51B
$2.34M 0.07%
31,122
-17,543
ACWI icon
291
iShares MSCI ACWI ETF
ACWI
$32.9B
$2.25M 0.07%
16,283
-53,270
AIQ icon
292
Global X Artificial Intelligence & Technology ETF
AIQ
$11.1B
$2.21M 0.07%
47,341
+10,334
ISRG icon
293
Intuitive Surgical
ISRG
$144B
$2.18M 0.07%
4,726
-278
ENVA icon
294
Enova International
ENVA
$4.07B
$2.18M 0.07%
16,032
-18,240
VC icon
295
Visteon
VC
$3.31B
$2.17M 0.07%
23,860
+363
IBUY icon
296
Amplify Online Retail ETF
IBUY
$116M
$2.16M 0.07%
34,604
+10,167
DFIN icon
297
Donnelley Financial Solutions
DFIN
$995M
$2.14M 0.07%
45,493
+1,098
BNL icon
298
Broadstone Net Lease
BNL
$3.87B
$2.14M 0.07%
+116,917
ARTY
299
iShares Future AI & Tech ETF
ARTY
$3.97B
$2.13M 0.07%
45,767
+8,441
KFY icon
300
Korn Ferry
KFY
$3.7B
$2.13M 0.07%
+33,811
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