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 | |
|---|---|---|---|---|---|---|---|
| $777K | 0.03% | 57,328 +6,288 | +12% | +$85.2K | |||
| $776K | 0.03% | 1,688 -29 | -2% | -$13.3K | |||
| $769K | 0.03% | 15,895 -66 | -0.4% | -$3.19K | |||
| $757K | 0.03% | 31,210 +21,135 | +210% | +$513K | |||
| $743K | 0.03% | 1,429 -24 | -2% | -$12.5K | |||
| $730K | 0.02% | 5,052 -81 | -2% | -$11.7K | |||
| $719K | 0.02% | 47,256 | New | +$719K | |||
| $712K | 0.02% | 1,259 -19,315 | -94% | -$10.9M | |||
| $705K | 0.02% | 7,526 -113 | -1% | -$10.6K | |||
| $704K | 0.02% | 6,328 -4,405 | -41% | -$490K | |||
| $695K | 0.02% | 8,648 -536 | -6% | -$43K | |||
| $693K | 0.02% | 6,599 -341 | -5% | -$35.8K | |||
| $692K | 0.02% | 7,828 -126 | -2% | -$11.1K | |||
| $688K | 0.02% | 47,630 -1,941 | -4% | -$28K | |||
| $686K | 0.02% | 1,200 -40 | -3% | -$22.9K | |||
| $672K | 0.02% | 9,334 +1,665 | +22% | +$120K | |||
| $672K | 0.02% | 17,148 | New | +$672K | |||
| $672K | 0.02% | 16,833 -6,967 | -29% | -$278K | |||
| $662K | 0.02% | 1,138 -112 | -9% | -$65.1K | |||
| $662K | 0.02% | 2,476 -211 | -8% | -$56.4K | |||
| $658K | 0.02% | 25,092 -556 | -2% | -$14.6K | |||
| $651K | 0.02% | 3,566 -305 | -8% | -$55.7K | |||
| $643K | 0.02% | 5,283 -452 | -8% | -$55.1K | |||
| $641K | 0.02% | 5,749 -11 | -0.2% | -$1.23K | |||
| $636K | 0.02% | 7,950 -165 | -2% | -$13.2K |
