MWM

Moran Wealth Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.32B
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$28.8M
3
+$23.8M
4
MRK icon
Merck
MRK
+$18M
5
KLAC icon
KLA
KLAC
+$14M

Top Sells

1
+$17.6M
2
+$17M
3
+$16.6M
4
AVGO icon
Broadcom
AVGO
+$15.2M
5
CINF icon
Cincinnati Financial
CINF
+$14.7M

Sector Composition

1 Technology 24.19%
2 Industrials 16.9%
3 Financials 12.48%
4 Consumer Discretionary 9.05%
5 Healthcare 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
REXR icon
351
Rexford Industrial Realty
REXR
$9.6B
$978K 0.03%
23,789
-466
TSLA icon
352
Tesla
TSLA
$1.46T
$958K 0.03%
2,155
+884
SCHG icon
353
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$914K 0.03%
28,628
+12,549
BLOK icon
354
Amplify Blockchain Technology ETF
BLOK
$1.17B
$911K 0.03%
13,589
+5,239
CVCO icon
355
Cavco Industries
CVCO
$4.68B
$901K 0.03%
1,551
+76
ATGE icon
356
Adtalem Global Education
ATGE
$3.47B
$878K 0.03%
5,682
+356
SMH icon
357
VanEck Semiconductor ETF
SMH
$36.2B
$875K 0.03%
2,680
+1,109
COCO icon
358
Vita Coco
COCO
$3.11B
$873K 0.03%
20,559
+1,183
DAVE icon
359
Dave Inc
DAVE
$2.74B
$830K 0.03%
+4,162
OSW icon
360
OneSpaWorld
OSW
$2.06B
$818K 0.02%
38,703
+1,658
EMQQ icon
361
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$375M
$806K 0.02%
17,359
+7,828
GRID icon
362
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$4.86B
$803K 0.02%
5,317
+2,317
ALB icon
363
Albemarle
ALB
$14.6B
$802K 0.02%
9,895
+413
SKYY icon
364
First Trust Cloud Computing ETF
SKYY
$3.06B
$798K 0.02%
5,937
+2,671
SCCO icon
365
Southern Copper
SCCO
$114B
$797K 0.02%
6,627
+318
UTI icon
366
Universal Technical Institute
UTI
$1.33B
$787K 0.02%
+24,173
SMR icon
367
NuScale Power
SMR
$5.32B
$771K 0.02%
21,428
+7,423
VIAV icon
368
Viavi Solutions
VIAV
$3.83B
$753K 0.02%
+59,332
VSEC icon
369
VSE Corp
VSEC
$3.97B
$751K 0.02%
4,520
-583
AVPT icon
370
AvePoint
AVPT
$2.77B
$740K 0.02%
49,297
+2,673
RCL icon
371
Royal Caribbean
RCL
$73.1B
$718K 0.02%
2,219
+926
NXT icon
372
Nextpower Inc
NXT
$12.6B
$714K 0.02%
9,656
-3,885
LMB icon
373
Limbach Holdings
LMB
$818M
$701K 0.02%
7,214
+388
SNPS icon
374
Synopsys
SNPS
$87B
$692K 0.02%
1,402
-1,130
VALE icon
375
Vale
VALE
$56.6B
$677K 0.02%
62,317
+3,483
13 14
15
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