MWM
Moran Wealth Management Portfolio holdings
AUM
$3.23B
This Quarter Return
+12.98%
1 Year Return
+19.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.63B
AUM Growth
–
Cap. Flow
+$2.63B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
19.87%
Holding
339
New
339
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$111M |
| 2 |
iShares MSCI World ETF
URTH
|
$94.3M |
| 3 |
Vanguard Russell 3000 ETF
VTHR
|
$55.3M |
| 4 |
EOG Resources
EOG
|
$41.5M |
| 5 |
Hershey
HSY
|
$40.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 15.84% |
| 2 | Industrials | 14.99% |
| 3 | Energy | 9.33% |
| 4 | Technology | 9.22% |
| 5 | Consumer Staples | 8.73% |
