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
SBIO icon
351
ALPS Medical Breakthroughs ETF
SBIO
$145M
$1.08M 0.03%
21,084
+3,897
REXR icon
352
Rexford Industrial Realty
REXR
$8.37B
$1.06M 0.03%
27,396
+3,607
USLM icon
353
United States Lime & Minerals
USLM
$4B
$1.05M 0.03%
8,742
+731
VALE icon
354
Vale
VALE
$75.8B
$1.03M 0.03%
79,095
+16,778
CVCO icon
355
Cavco Industries
CVCO
$4.18B
$1.02M 0.03%
1,732
+181
URA icon
356
Global X Uranium ETF
URA
$7.67B
$1.01M 0.03%
23,538
+2,729
NLR icon
357
VanEck Uranium + Nuclear Energy ETF
NLR
$5.07B
$1M 0.03%
+8,064
DAVE icon
358
Dave Inc
DAVE
$3.32B
$997K 0.03%
4,501
+339
BLOK icon
359
Amplify Blockchain Technology ETF
BLOK
$1.13B
$974K 0.03%
17,124
+3,535
UNP icon
360
Union Pacific
UNP
$149B
$908K 0.03%
+3,925
RSP icon
361
Invesco S&P 500 Equal Weight ETF
RSP
$89.3B
$906K 0.03%
4,730
-77,527
SCHG icon
362
Schwab US Large-Cap Growth ETF
SCHG
$54.4B
$898K 0.03%
27,542
-1,086
OSW icon
363
OneSpaWorld
OSW
$2.51B
$893K 0.03%
43,072
+4,369
HURN icon
364
Huron Consulting
HURN
$2.14B
$891K 0.03%
5,154
+794
VSEC icon
365
VSE Corp
VSEC
$6.35B
$878K 0.03%
5,080
+560
LPX icon
366
Louisiana-Pacific
LPX
$5.38B
$870K 0.03%
10,773
+3,711
CRSP icon
367
CRISPR Therapeutics
CRSP
$5.57B
$870K 0.03%
16,585
-5,112
IWM icon
368
iShares Russell 2000 ETF
IWM
$77.2B
$840K 0.03%
+3,414
USMV icon
369
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$818K 0.03%
+8,683
ARKG icon
370
ARK Genomic Revolution ETF
ARKG
$1.21B
$794K 0.02%
27,393
+4,747
AVPT icon
371
AvePoint
AVPT
$2.17B
$764K 0.02%
54,989
+5,692
CRAI icon
372
CRA International
CRAI
$1.04B
$740K 0.02%
3,685
+614
QTWO icon
373
Q2 Holdings
QTWO
$3.23B
$731K 0.02%
10,132
+1,470
CPRX icon
374
Catalyst Pharmaceutical
CPRX
$3.21B
$728K 0.02%
31,170
+4,998
IMAX icon
375
IMAX
IMAX
$1.89B
$698K 0.02%
+18,877
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