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
$1.15M0.04% 6,521
+73
+1%
+$12.9K
$1.13M0.04% 13,842
-974
-7%
-$79.3K
$1.09M0.04% 22,079
+2,035
+10%
+$100K
$1.06M0.04% 2,470
-68
-3%
-$29.2K
$1.03M0.03% 8,179
-643
-7%
-$81.3K
$1.01M0.03% 70,962
+1,223
+2%
+$17.4K
$991K0.03% 4,162
-207
-5%
-$49.3K
$956K0.03%
+42,041
 New
+$956K
$936K0.03% 1,176
+56
+5%
+$44.6K
$929K0.03% 18,729
+5,008
+37%
+$249K
$899K0.03% 5,631
+6
+0.1%
+$958
$894K0.03% 12,207
-1,421
-10%
-$104K
$886K0.03% 22,620
+868
+4%
+$34K
$856K0.03% 6,463
-556
-8%
-$73.6K
$854K0.03% 2,611
-111
-4%
-$36.3K
$851K0.03% 1,719
-59
-3%
-$29.2K
$850K0.03% 31,220
-3,255
-9%
-$88.6K
$842K0.03% 12,262
-1,022
-8%
-$70.2K
$830K0.03% 6,057
-103
-2%
-$14.1K
$816K0.03% 4,732
-417
-8%
-$71.9K
$808K0.03% 3,908
-178
-4%
-$36.8K
$798K0.03% 14,777
-464
-3%
-$25.1K
$798K0.03%
+29,535
 New
+$798K
$795K0.03%
+40,056
 New
+$795K
$778K0.03% 399
-14
-3%
-$27.3K
1 111213141520