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
$3.23B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$17.9M
3
+$14.6M
4
COF icon
Capital One
COF
+$14.6M
5
CVX icon
Chevron
CVX
+$13.6M

Top Sells

1
+$19.7M
2
+$18.8M
3
+$15.3M
4
DFS
Discover Financial Services
DFS
+$14.5M
5
EVR icon
Evercore
EVR
+$14.4M

Sector Composition

1 Technology 23.25%
2 Industrials 17.42%
3 Financials 14.74%
4 Consumer Discretionary 9.96%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$736K 0.02%
+13,541
352
$736K 0.02%
6,291
-37
353
$726K 0.02%
33,435
+2,225
354
$702K 0.02%
1,378
+558
355
$700K 0.02%
+30,432
356
$699K 0.02%
19,376
+731
357
$695K 0.02%
2,119
-357
358
$693K 0.02%
1,245
+45
359
$691K 0.02%
8,601
-96,499
360
$688K 0.02%
16,912
+79
361
$680K 0.02%
5,894
+145
362
$678K 0.02%
5,326
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363
$668K 0.02%
5,103
+261
364
$664K 0.02%
+13,654
365
$648K 0.02%
1,952
-267
366
$643K 0.02%
25,904
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367
$641K 0.02%
1,475
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368
$636K 0.02%
15,507
+7,369
369
$634K 0.02%
12,014
+5,694
370
$631K 0.02%
34,670
-5,386
371
$628K 0.02%
10,639
-1,568
372
$627K 0.02%
6,362
+28
373
$625K 0.02%
18,261
+8,627
374
$608K 0.02%
10,527
+495
375
$608K 0.02%
+9,425
13 14
15
16 17