MWM
Moran Wealth Management Portfolio holdings
AUM $2.97B
AUM
$2.97B
AUM Growth
-$160M (-5%)
Cap. Flow
+$216M
Cap. Flow % of AUM
7.25%
Top 10 Holdings %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 | $21.8M | |
| 4 | $14.2M | |
| 5 | $13M |
Sector Composition
| 1 | Technology | 21.39% |
| 2 | Industrials | 18.76% |
| 3 | Financials | 14.18% |
| 4 | Consumer Discretionary | 10.57% |
| 5 | Healthcare | 9.92% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.15M | 0.04% | 6,521 +73 | +1% | +$12.9K | |||
| $1.13M | 0.04% | 13,842 -974 | -7% | -$79.3K | |||
| $1.09M | 0.04% | 22,079 +2,035 | +10% | +$100K | |||
| $1.06M | 0.04% | 2,470 -68 | -3% | -$29.2K | |||
| $1.03M | 0.03% | 8,179 -643 | -7% | -$81.3K | |||
| $1.01M | 0.03% | 70,962 +1,223 | +2% | +$17.4K | |||
| $991K | 0.03% | 4,162 -207 | -5% | -$49.3K | |||
| $956K | 0.03% | 42,041 | New | +$956K | |||
| $936K | 0.03% | 1,176 +56 | +5% | +$44.6K | |||
| $929K | 0.03% | 18,729 +5,008 | +37% | +$249K | |||
| $899K | 0.03% | 5,631 +6 | +0.1% | +$958 | |||
| $894K | 0.03% | 12,207 -1,421 | -10% | -$104K | |||
| $886K | 0.03% | 22,620 +868 | +4% | +$34K | |||
| $856K | 0.03% | 6,463 -556 | -8% | -$73.6K | |||
| $854K | 0.03% | 2,611 -111 | -4% | -$36.3K | |||
| $851K | 0.03% | 1,719 -59 | -3% | -$29.2K | |||
| $850K | 0.03% | 31,220 -3,255 | -9% | -$88.6K | |||
| $842K | 0.03% | 12,262 -1,022 | -8% | -$70.2K | |||
| $830K | 0.03% | 6,057 -103 | -2% | -$14.1K | |||
| $816K | 0.03% | 4,732 -417 | -8% | -$71.9K | |||
| $808K | 0.03% | 3,908 -178 | -4% | -$36.8K | |||
| $798K | 0.03% | 14,777 -464 | -3% | -$25.1K | |||
| $798K | 0.03% | 29,535 | New | +$798K | |||
| $795K | 0.03% | 40,056 | New | +$795K | |||
| $778K | 0.03% | 399 -14 | -3% | -$27.3K |
