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
$3.26B
AUM Growth
-$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$11.3M
3
+$10M
4
FTNT icon
Fortinet
FTNT
+$9.33M
5
SBAC icon
SBA Communications
SBAC
+$9.02M

Top Sells

1
+$57.4M
2
+$28.8M
3
+$23.5M
4
HSY icon
Hershey
HSY
+$17.2M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$14.7M

Sector Composition

1 Technology 23.68%
2 Industrials 17.27%
3 Financials 13.94%
4 Consumer Discretionary 9.75%
5 Healthcare 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVB icon
326
AvalonBay Communities
AVB
$24.2B
$1.38M 0.04%
7,629
+508
BAC icon
327
Bank of America
BAC
$384B
$1.38M 0.04%
+25,044
CUZ icon
328
Cousins Properties
CUZ
$4B
$1.37M 0.04%
53,203
+3,724
HST icon
329
Host Hotels & Resorts
HST
$14.5B
$1.36M 0.04%
76,809
+4,689
IESC icon
330
IES Holdings
IESC
$10.7B
$1.35M 0.04%
3,468
+128
STAG icon
331
STAG Industrial
STAG
$7.6B
$1.34M 0.04%
36,430
-58
MAA icon
332
Mid-America Apartment Communities
MAA
$14.9B
$1.3M 0.04%
9,369
+904
IDCC icon
333
InterDigital
IDCC
$9.58B
$1.28M 0.04%
4,025
-726
EQR icon
334
Equity Residential
EQR
$23.5B
$1.27M 0.04%
20,128
+1,654
SMH icon
335
VanEck Semiconductor ETF
SMH
$52B
$1.26M 0.04%
3,498
+818
EGP icon
336
EastGroup Properties
EGP
$10.8B
$1.26M 0.04%
7,057
+395
STRL icon
337
Sterling Infrastructure
STRL
$14.2B
$1.26M 0.04%
4,100
+164
TRNO icon
338
Terreno Realty
TRNO
$7.11B
$1.25M 0.04%
21,317
+2,127
ELS icon
339
Equity Lifestyle Properties
ELS
$12.7B
$1.22M 0.04%
20,081
+2,189
GRID icon
340
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$8.66B
$1.2M 0.04%
7,845
+2,528
MOS icon
341
The Mosaic Company
MOS
$7.81B
$1.2M 0.04%
49,793
+18,880
COCO icon
342
Vita Coco
COCO
$2.76B
$1.2M 0.04%
22,621
+2,062
CUBE icon
343
CubeSmart
CUBE
$9.07B
$1.18M 0.04%
32,807
+1,624
SKYY icon
344
First Trust Cloud Computing ETF
SKYY
$2.5B
$1.17M 0.04%
9,012
+3,075
VIAV icon
345
Viavi Solutions
VIAV
$10.2B
$1.16M 0.04%
64,850
+5,518
SCCO icon
346
Southern Copper
SCCO
$161B
$1.15M 0.04%
8,071
+1,388
IWN icon
347
iShares Russell 2000 Value ETF
IWN
$13.3B
$1.13M 0.03%
6,223
-7,151
VYM icon
348
Vanguard High Dividend Yield ETF
VYM
$76.1B
$1.12M 0.03%
7,811
+702
EMQQ icon
349
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$292M
$1.1M 0.03%
27,152
+9,793
OSIS icon
350
OSI Systems
OSIS
$5.1B
$1.09M 0.03%
4,265
+327
12 13
14
15 16