MWM

Moran Wealth Management Portfolio holdings

AUM $2.97B
This Quarter Return
-2.13%
1 Year Return
+7.01%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
-$57.6M
Cap. Flow %
-1.94%
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
$22.3M
4
$21.8M
5
$18M

Sector Composition

1Technology21.18%
2Industrials18.76%
3Financials14.18%
4Consumer Discretionary10.58%
5Healthcare9.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$777K0.03% 57,328
+6,288
+12%
+$85.2K
$776K0.03% 1,688
-29
-2%
-$13.3K
$769K0.03% 15,895
-66
-0.4%
-$3.19K
$757K0.03% 31,210
+21,135
+210%
+$513K
$743K0.03% 1,429
-24
-2%
-$12.5K
$730K0.02% 5,052
-81
-2%
-$11.7K
$719K0.02%
+47,256
 New
+$719K
$712K0.02% 1,259
-19,315
-94%
-$10.9M
$705K0.02% 7,526
-113
-1%
-$10.6K
$704K0.02% 6,328
-4,405
-41%
-$490K
$695K0.02% 8,648
-536
-6%
-$43K
$693K0.02% 6,599
-341
-5%
-$35.8K
$692K0.02% 7,828
-126
-2%
-$11.1K
$688K0.02% 47,630
-1,941
-4%
-$28K
$686K0.02% 1,200
-40
-3%
-$22.9K
$672K0.02% 9,334
+1,665
+22%
+$120K
$672K0.02%
+17,148
 New
+$672K
$672K0.02% 16,833
-6,967
-29%
-$278K
$662K0.02% 1,138
-112
-9%
-$65.1K
$662K0.02% 2,476
-211
-8%
-$56.4K
$658K0.02% 25,092
-556
-2%
-$14.6K
$651K0.02% 3,566
-305
-8%
-$55.7K
$643K0.02% 5,283
-452
-8%
-$55.1K
$641K0.02% 5,749
-11
-0.2%
-$1.23K
$636K0.02% 7,950
-165
-2%
-$13.2K
1 121314151620