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
VCTR icon
301
Victory Capital Holdings
VCTR
$5.47B
$2.12M 0.07%
32,415
+912
PLMR icon
302
Palomar
PLMR
$2.74B
$2.11M 0.06%
17,693
-660
APOG icon
303
Apogee Enterprises
APOG
$796M
$2.11M 0.06%
62,829
-21,458
MOS icon
304
The Mosaic Company
MOS
$7.25B
$2.1M 0.06%
82,477
+32,684
FINX icon
305
Global X FinTech ETF
FINX
$188M
$2.07M 0.06%
89,744
+37,329
CNXN icon
306
PC Connection
CNXN
$1.8B
$2.04M 0.06%
34,942
+7,427
PBH icon
307
Prestige Consumer Healthcare
PBH
$2.18B
$2.04M 0.06%
+34,368
ACIW icon
308
ACI Worldwide
ACIW
$4.3B
$2.03M 0.06%
49,480
+1,659
NMIH icon
309
NMI Holdings
NMIH
$2.74B
$2.02M 0.06%
53,936
+1,978
IOSP icon
310
Innospec
IOSP
$1.99B
$1.97M 0.06%
27,031
-15,004
EEFT icon
311
Euronet Worldwide
EEFT
$2.72B
$1.97M 0.06%
29,734
-5,716
HALO icon
312
Halozyme
HALO
$8.5B
$1.97M 0.06%
30,477
-5,119
LAZ icon
313
Lazard
LAZ
$4.77B
$1.97M 0.06%
46,266
+472
NLR icon
314
VanEck Uranium + Nuclear Energy ETF
NLR
$4.79B
$1.94M 0.06%
14,575
+6,511
VIAV icon
315
Viavi Solutions
VIAV
$12.6B
$1.93M 0.06%
58,113
-6,737
UFOX
316
Defiance Connective Technologies ETF
UFOX
$1.08B
$1.92M 0.06%
28,219
+4,757
MC icon
317
Moelis & Co
MC
$5.15B
$1.89M 0.06%
33,175
+389
DXCM icon
318
DexCom
DXCM
$28.4B
$1.88M 0.06%
29,976
-164,029
ADUS icon
319
Addus HomeCare
ADUS
$1.68B
$1.87M 0.06%
19,938
+1,892
APAM icon
320
Artisan Partners
APAM
$2.69B
$1.84M 0.06%
50,515
+10,448
SNSR icon
321
Global X Internet of Things ETF
SNSR
$262M
$1.81M 0.06%
48,603
+2,603
ZBRA icon
322
Zebra Technologies
ZBRA
$12B
$1.78M 0.05%
8,536
+2,248
SOXX icon
323
iShares Semiconductor ETF
SOXX
$40.7B
$1.78M 0.05%
+5,420
GRID icon
324
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.4B
$1.75M 0.05%
10,679
+2,834
SPG icon
325
Simon Property Group
SPG
$66.7B
$1.74M 0.05%
9,321
-3,853
11 12
13
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