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
$2.81B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$15.1M
3
+$12.9M
4
IT icon
Gartner
IT
+$11.1M
5
COR icon
Cencora
COR
+$10.9M

Top Sells

1
+$25.3M
2
+$22.5M
3
+$22.5M
4
HSY icon
Hershey
HSY
+$19.9M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$18M

Sector Composition

1 Industrials 18.71%
2 Technology 18.66%
3 Healthcare 12.26%
4 Financials 10.26%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.04M 0.04%
42,853
-18,527
302
$1.03M 0.04%
29,208
+5,871
303
$1.02M 0.04%
9,240
-2,616
304
$986K 0.04%
3,782
+323
305
$968K 0.03%
6,713
-2,363
306
$945K 0.03%
2,450
+595
307
$943K 0.03%
+5,973
308
$923K 0.03%
+11,931
309
$894K 0.03%
8,231
+1,877
310
$852K 0.03%
20,276
-1,891
311
$850K 0.03%
24,453
-18,729
312
$838K 0.03%
34,120
-2,700
313
$797K 0.03%
12,611
-854
314
$751K 0.03%
6,468
-658
315
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4,285
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316
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3,684
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317
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2,606
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319
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10,168
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320
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20,390
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321
$705K 0.03%
16,045
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322
$692K 0.02%
8,030
-542
323
$667K 0.02%
8,394
-575
324
$643K 0.02%
21,815
-1,603
325
$628K 0.02%
12,542
-898
11 12
13
14 15