MWM

Moran Wealth Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 19.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.26B
AUM Growth
-$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$11.3M
3
+$10M
4
FTNT icon
Fortinet
FTNT
+$9.33M
5
SBAC icon
SBA Communications
SBAC
+$9.02M

Top Sells

1
+$57.4M
2
+$28.8M
3
+$23.5M
4
HSY icon
Hershey
HSY
+$17.2M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$14.7M

Sector Composition

1 Technology 23.68%
2 Industrials 17.27%
3 Financials 13.94%
4 Consumer Discretionary 9.75%
5 Healthcare 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARTY
301
iShares Future AI & Tech ETF
ARTY
$2.61B
$1.8M 0.06%
37,326
+10,274
MILN
302
Global X Millennial Consumer ETF
MILN
$101M
$1.72M 0.05%
36,603
+14,186
IWD icon
303
iShares Russell 1000 Value ETF
IWD
$74.8B
$1.72M 0.05%
8,163
-56,957
SNSR icon
304
Global X Internet of Things ETF
SNSR
$214M
$1.7M 0.05%
46,000
+16,850
FR icon
305
First Industrial Realty Trust
FR
$8.45B
$1.69M 0.05%
29,493
+371
APAM icon
306
Artisan Partners
APAM
$2.66B
$1.63M 0.05%
40,067
-5,849
OXY icon
307
Occidental Petroleum
OXY
$53.3B
$1.62M 0.05%
39,307
+14,424
NTR icon
308
Nutrien
NTR
$34B
$1.6M 0.05%
25,921
+6,464
CNXN icon
309
PC Connection
CNXN
$1.62B
$1.59M 0.05%
27,515
-2,971
DVN icon
310
Devon Energy
DVN
$27.5B
$1.56M 0.05%
42,521
+10,811
REG icon
311
Regency Centers
REG
$14.8B
$1.56M 0.05%
22,544
-367
EPRT icon
312
Essential Properties Realty Trust
EPRT
$7.05B
$1.55M 0.05%
52,316
-1,533
TSLA icon
313
Tesla
TSLA
$1.5T
$1.55M 0.05%
3,450
+1,295
WKC icon
314
World Kinect Corp
WKC
$1.2B
$1.55M 0.05%
65,979
-11,312
FINX icon
315
Global X FinTech ETF
FINX
$204M
$1.54M 0.05%
52,415
+19,334
AR icon
316
Antero Resources
AR
$11.3B
$1.53M 0.05%
44,391
+34,402
ZBRA icon
317
Zebra Technologies
ZBRA
$11.3B
$1.53M 0.05%
6,288
+2,989
PSA icon
318
Public Storage
PSA
$54.3B
$1.51M 0.05%
5,830
-400
IVT icon
319
InvenTrust Properties
IVT
$2.53B
$1.5M 0.05%
53,304
+1,703
SIXG
320
Defiance Connective Technologies ETF
SIXG
$836M
$1.5M 0.05%
23,462
+2,682
ADC icon
321
Agree Realty
ADC
$9.54B
$1.44M 0.04%
19,938
+1,048
DUOL icon
322
Duolingo
DUOL
$4.72B
$1.41M 0.04%
+8,035
PRIM icon
323
Primoris Services
PRIM
$8.94B
$1.4M 0.04%
11,296
+660
KTOS icon
324
Kratos Defense & Security Solutions
KTOS
$13.3B
$1.39M 0.04%
18,373
+588
CPT icon
325
Camden Property Trust
CPT
$10.8B
$1.39M 0.04%
12,584
+1,276
11 12
13
14 15