MWM

Moran Wealth Management Portfolio holdings

AUM $2.97B
This Quarter Return
-2.13%
1 Year Return
+7.01%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
-$57.6M
Cap. Flow %
-1.94%
Top 10 Hldgs %
14.81%
Holding
500
New
89
Increased
144
Reduced
200
Closed
67

Top Buys

1
$19.1M
2
$15.1M
3
$14M
4
$11.8M
5
$11.1M

Top Sells

1
$24.2M
2
$22.4M
3
$22.3M
4
$21.8M
5
$18M

Sector Composition

1Technology21.18%
2Industrials18.76%
3Financials14.18%
4Consumer Discretionary10.58%
5Healthcare9.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.74M0.06%
+53,430
 New
+$1.74M
$1.73M0.06% 23,450
-236
-1%
-$17.4K
$1.68M0.06% 58,870
-386
-0.7%
-$11K
$1.68M0.06% 12,011
-340
-3%
-$47.5K
$1.63M0.05% 236,573
-9,337
-4%
-$64.2K
$1.54M0.05% 7,188
-65
-0.9%
-$14K
$1.53M0.05% 30,137
-74
-0.2%
-$3.77K
$1.49M0.05% 19,300
-154
-0.8%
-$11.9K
$1.48M0.05% 50,270
-423
-0.8%
-$12.5K
$1.48M0.05% 28,422
-1,283
-4%
-$66.6K
$1.43M0.05% 8,521
-46
-0.5%
-$7.71K
$1.41M0.05% 13,717
+304
+2%
+$31.2K
$1.39M0.05% 11,374
-26
-0.2%
-$3.18K
$1.35M0.05% 8,282
+1,092
+15%
+$179K
$1.35M0.05% 35,543
+3,030
+9%
+$115K
$1.33M0.04% 31,252
+58
+0.2%
+$2.48K
$1.33M0.04% 36,799
+436
+1%
+$15.7K
$1.32M0.04% 18,496
-18
-0.1%
-$1.29K
$1.32M0.04% 40,578
+360
+0.9%
+$11.7K
$1.27M0.04% 26,294
+1,314
+5%
+$63.4K
$1.26M0.04% 8,008
-326
-4%
-$51.4K
$1.21M0.04% 19,093
+78
+0.4%
+$4.93K
$1.19M0.04% 17,775
+104
+0.6%
+$6.94K
$1.18M0.04% 14,442
-1,817
-11%
-$148K
$1.16M0.04% 24,374
+2,047
+9%
+$97.7K
1 101112131420