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
$3.23B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$17.9M
3
+$14.6M
4
COF icon
Capital One
COF
+$14.6M
5
CVX icon
Chevron
CVX
+$13.6M

Top Sells

1
+$19.7M
2
+$18.8M
3
+$15.3M
4
DFS
Discover Financial Services
DFS
+$14.5M
5
EVR icon
Evercore
EVR
+$14.4M

Sector Composition

1 Technology 23.25%
2 Industrials 17.42%
3 Financials 14.74%
4 Consumer Discretionary 9.96%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.39M 0.04%
19,050
-250
302
$1.37M 0.04%
237,899
+1,326
303
$1.35M 0.04%
2,476
+757
304
$1.34M 0.04%
36,963
+164
305
$1.34M 0.04%
31,522
+270
306
$1.31M 0.04%
6,370
+490
307
$1.3M 0.04%
7,935
-73
308
$1.3M 0.04%
2,532
+62
309
$1.29M 0.04%
18,429
-50,591
310
$1.28M 0.04%
11,333
-41
311
$1.25M 0.04%
18,538
+42
312
$1.25M 0.04%
8,449
-72
313
$1.19M 0.04%
9,250
+7,136
314
$1.14M 0.04%
24,905
+531
315
$1.13M 0.04%
73,524
+2,562
316
$1.12M 0.03%
6,707
+186
317
$1.11M 0.03%
17,995
+220
318
$1.1M 0.03%
7,589
-590
319
$1.09M 0.03%
19,434
+341
320
$1.08M 0.03%
+150,179
321
$1.06M 0.03%
4,722
+814
322
$1.05M 0.03%
402
+3
323
$1.05M 0.03%
17,985
-744
324
$1.03M 0.03%
28,232
-1,303
325
$993K 0.03%
2,648
+37
11 12
13
14 15