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
$3.32B
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$28.9M
3
+$23.2M
4
MRK icon
Merck
MRK
+$17.7M
5
PG icon
Procter & Gamble
PG
+$14M

Top Sells

1
+$17.3M
2
+$17M
3
+$15.1M
4
FICO icon
Fair Isaac
FICO
+$14.2M
5
AVGO icon
Broadcom
AVGO
+$14.2M

Sector Composition

1 Technology 24.18%
2 Industrials 16.9%
3 Financials 12.49%
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
$8.09B
$978K 0.03%
23,789
-466
TSLA icon
352
Tesla
TSLA
$1.5T
$958K 0.03%
2,155
+884
SCHG icon
353
Schwab US Large-Cap Growth ETF
SCHG
$50B
$914K 0.03%
28,628
+12,549
BLOK icon
354
Amplify Blockchain Technology ETF
BLOK
$1.02B
$911K 0.03%
13,589
+5,239
CVCO icon
355
Cavco Industries
CVCO
$3.93B
$901K 0.03%
1,551
+76
CVSA
356
Covista Inc.
CVSA
$3.68B
$878K 0.03%
5,682
+356
SMH icon
357
VanEck Semiconductor ETF
SMH
$45B
$875K 0.03%
2,680
+1,109
COCO icon
358
Vita Coco
COCO
$3.32B
$873K 0.03%
20,559
+1,183
DAVE icon
359
Dave Inc
DAVE
$2.79B
$830K 0.03%
+4,162
OSW icon
360
OneSpaWorld
OSW
$2.18B
$818K 0.02%
38,703
+1,658
EMQQ icon
361
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$291M
$806K 0.02%
17,359
+7,828
GRID icon
362
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$7.91B
$803K 0.02%
5,317
+2,317
ALB icon
363
Albemarle
ALB
$19.6B
$802K 0.02%
9,895
+413
SKYY icon
364
First Trust Cloud Computing ETF
SKYY
$2.43B
$798K 0.02%
5,937
+2,671
SCCO icon
365
Southern Copper
SCCO
$146B
$797K 0.02%
6,683
+321
UTI icon
366
Universal Technical Institute
UTI
$2.06B
$787K 0.02%
+24,173
SMR icon
367
NuScale Power
SMR
$3.96B
$771K 0.02%
21,428
+7,423
VIAV icon
368
Viavi Solutions
VIAV
$7.14B
$753K 0.02%
+59,332
VSEC icon
369
VSE Corp
VSEC
$5.36B
$751K 0.02%
4,520
-583
AVPT icon
370
AvePoint
AVPT
$2.26B
$740K 0.02%
49,297
+2,673
RCL icon
371
Royal Caribbean
RCL
$75.2B
$718K 0.02%
2,219
+926
NXT icon
372
Nextpower Inc
NXT
$18.1B
$714K 0.02%
9,656
-3,885
LMB icon
373
Limbach Holdings
LMB
$901M
$701K 0.02%
7,214
+388
SNPS icon
374
Synopsys
SNPS
$82.2B
$692K 0.02%
1,402
-1,130
VALE icon
375
Vale
VALE
$64.5B
$677K 0.02%
62,317
+3,483
13 14
15
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