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
$531K0.02% 10,032
+585
+6%
+$31K
$530K0.02% 3,201
-265
-8%
-$43.8K
$529K0.02% 10,643
+225
+2%
+$11.2K
$528K0.02% 18,415
+546
+3%
+$15.6K
$522K0.02%
+5,191
 New
+$522K
$518K0.02% 17,441
+506
+3%
+$15K
$517K0.02% 11,593
+53
+0.5%
+$2.37K
$510K0.02%
+6,848
 New
+$510K
$510K0.02% 1,024
-65
-6%
-$32.3K
$490K0.02%
+6,746
 New
+$490K
$468K0.02% 2,284
-129
-5%
-$26.4K
$457K0.02% 4,036
+1,491
+59%
+$169K
$437K0.01% 30,185
-3,151
-9%
-$45.7K
$419K0.01% 2,422
-173
-7%
-$29.9K
$405K0.01% 4,633
-267
-5%
-$23.4K
$400K0.01% 6,195
+649
+12%
+$41.9K
$380K0.01%
+6,027
 New
+$380K
$376K0.01%
+2,454
 New
+$376K
$375K0.01%
+10,295
 New
+$375K
$367K0.01%
+29,539
 New
+$367K
$331K0.01% 5,269
+702
+15%
+$44.1K
$312K0.01% 644
-29,300
-98%
-$14.2M
$301K0.01% 1,503
+143
+11%
+$28.6K
$289K0.01%
+820
 New
+$289K
$283K0.01% 1,897
-140
-7%
-$20.9K
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