MWM
Moran Wealth Management Portfolio holdings
AUM $2.97B
AUM
$2.97B
AUM Growth
-$160M (-5%)
Cap. Flow
+$216M
Cap. Flow % of AUM
7.25%
Top 10 Holdings %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 | $21.8M | |
| 4 | $14.2M | |
| 5 | $13M |
Sector Composition
| 1 | Technology | 21.39% |
| 2 | Industrials | 18.76% |
| 3 | Financials | 14.18% |
| 4 | Consumer Discretionary | 10.57% |
| 5 | Healthcare | 9.92% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $531K | 0.02% | 10,032 +585 | +6% | +$31K | |||
| $530K | 0.02% | 3,201 -265 | -8% | -$43.8K | |||
| $529K | 0.02% | 10,643 +225 | +2% | +$11.2K | |||
| $528K | 0.02% | 18,415 +546 | +3% | +$15.6K | |||
| $522K | 0.02% | 5,191 | New | +$522K | |||
| $518K | 0.02% | 17,441 +506 | +3% | +$15K | |||
| $517K | 0.02% | 11,593 +53 | +0.5% | +$2.37K | |||
| $510K | 0.02% | 6,848 | New | +$510K | |||
| $510K | 0.02% | 1,024 -65 | -6% | -$32.3K | |||
| $490K | 0.02% | 6,746 | New | +$490K | |||
| $468K | 0.02% | 2,284 -129 | -5% | -$26.4K | |||
| $457K | 0.02% | 4,036 +1,491 | +59% | +$169K | |||
| $437K | 0.01% | 30,185 -3,151 | -9% | -$45.7K | |||
| $419K | 0.01% | 2,422 -173 | -7% | -$29.9K | |||
| $405K | 0.01% | 4,633 -267 | -5% | -$23.4K | |||
| $400K | 0.01% | 6,195 +649 | +12% | +$41.9K | |||
| $380K | 0.01% | 6,027 | New | +$380K | |||
| $376K | 0.01% | 2,454 | New | +$376K | |||
| $375K | 0.01% | 10,295 | New | +$375K | |||
| $367K | 0.01% | 29,539 | New | +$367K | |||
| $331K | 0.01% | 5,269 +702 | +15% | +$44.1K | |||
| $312K | 0.01% | 644 -29,300 | -98% | -$14.2M | |||
| $301K | 0.01% | 1,503 +143 | +11% | +$28.6K | |||
| $289K | 0.01% | 820 | New | +$289K | |||
| $283K | 0.01% | 1,897 -140 | -7% | -$20.9K |
