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
$629K0.02%
+19,631
 New
+$629K
$624K0.02% 4,727
-170
-3%
-$22.5K
$614K0.02% 13,343
-623
-4%
-$28.7K
$613K0.02% 36,502
-484
-1%
-$8.13K
$609K0.02% 7,681
-526
-6%
-$41.7K
$601K0.02% 5,240
-49,909
-91%
-$5.73M
$593K0.02% 6,447
+289
+5%
+$26.6K
$589K0.02% 4,897
-51,724
-91%
-$6.22M
$585K0.02% 3,090
-10,058
-77%
-$1.9M
$582K0.02% 5,480
-258
-5%
-$27.4K
$581K0.02%
+4,842
 New
+$581K
$573K0.02% 2,219
-192
-8%
-$49.6K
$572K0.02% 15,867
+350
+2%
+$12.6K
$572K0.02% 57,297
+35,389
+162%
+$353K
$571K0.02% 18,645
-430
-2%
-$13.2K
$571K0.02% 6,105
+362
+6%
+$33.8K
$569K0.02% 4,727
-39
-0.8%
-$4.69K
$557K0.02% 3,372
-29
-0.9%
-$4.79K
$555K0.02% 2,277
-152
-6%
-$37K
$555K0.02%
+9,659
 New
+$555K
$541K0.02%
+2,786
 New
+$541K
$541K0.02% 12,802
+594
+5%
+$25.1K
$538K0.02% 1,402
+86
+7%
+$33K
$536K0.02% 13,396
+461
+4%
+$18.4K
$532K0.02%
+3,152
 New
+$532K
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