MWM

Moran Wealth Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.32B
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$28.8M
3
+$23.8M
4
MRK icon
Merck
MRK
+$18M
5
KLAC icon
KLA
KLAC
+$14M

Top Sells

1
+$17.6M
2
+$17M
3
+$16.6M
4
AVGO icon
Broadcom
AVGO
+$15.2M
5
CINF icon
Cincinnati Financial
CINF
+$14.7M

Sector Composition

1 Technology 24.19%
2 Industrials 16.9%
3 Financials 12.48%
4 Consumer Discretionary 9.05%
5 Healthcare 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EQR icon
326
Equity Residential
EQR
$23.6B
$1.2M 0.04%
18,474
-64
MAA icon
327
Mid-America Apartment Communities
MAA
$15.8B
$1.18M 0.04%
8,465
+16
EXE
328
Expand Energy Corp
EXE
$28B
$1.18M 0.04%
11,105
+4,814
IBUY icon
329
Amplify Online Retail ETF
IBUY
$143M
$1.18M 0.04%
15,439
+6,872
OXY icon
330
Occidental Petroleum
OXY
$41.4B
$1.18M 0.04%
24,883
+1,698
LRN icon
331
Stride
LRN
$2.73B
$1.15M 0.03%
7,722
+133
NTR icon
332
Nutrien
NTR
$28.7B
$1.14M 0.03%
19,457
+1,472
SNSR icon
333
Global X Internet of Things ETF
SNSR
$200M
$1.14M 0.03%
29,150
+13,205
EGP icon
334
EastGroup Properties
EGP
$9.57B
$1.13M 0.03%
6,662
-45
DVN icon
335
Devon Energy
DVN
$23.4B
$1.11M 0.03%
+31,710
FINX icon
336
Global X FinTech ETF
FINX
$261M
$1.11M 0.03%
33,081
+14,820
MILN icon
337
Global X Millennial Consumer ETF
MILN
$110M
$1.11M 0.03%
22,417
+10,238
TRNO icon
338
Terreno Realty
TRNO
$6.42B
$1.09M 0.03%
19,190
-244
IHAK icon
339
iShares Cybersecurity and Tech ETF
IHAK
$861M
$1.09M 0.03%
20,803
+9,792
FLO icon
340
Flowers Foods
FLO
$2.26B
$1.09M 0.03%
83,294
-97,190
ELS icon
341
Equity Lifestyle Properties
ELS
$12.1B
$1.09M 0.03%
17,892
-103
PTGX icon
342
Protagonist Therapeutics
PTGX
$5.29B
$1.08M 0.03%
16,212
+451
BCC icon
343
Boise Cascade
BCC
$2.79B
$1.07M 0.03%
13,868
-21,598
MOS icon
344
The Mosaic Company
MOS
$7.74B
$1.07M 0.03%
30,913
+2,681
IDRV icon
345
iShares Self-Driving EV and Tech ETF
IDRV
$167M
$1.05M 0.03%
28,758
+12,000
USLM icon
346
United States Lime & Minerals
USLM
$3.35B
$1.05M 0.03%
8,011
+233
VYM icon
347
Vanguard High Dividend Yield ETF
VYM
$67.4B
$1M 0.03%
7,109
+3,077
URA icon
348
Global X Uranium ETF
URA
$5.17B
$992K 0.03%
20,809
+7,412
OSIS icon
349
OSI Systems
OSIS
$4.52B
$982K 0.03%
3,938
+199
ZBRA icon
350
Zebra Technologies
ZBRA
$12.8B
$980K 0.03%
3,299
+1,465
12 13
14
15 16