MWM

Moran Wealth Management Portfolio holdings

AUM $3.27B
1-Year Est. Return 25.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.27B
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$12.9M
3
+$12.7M
4
CASY icon
Casey's General Stores
CASY
+$12.1M
5
WMB icon
Williams Companies
WMB
+$11.5M

Top Sells

1
+$23.9M
2
+$21.6M
3
+$15.2M
4
PGR icon
Progressive
PGR
+$12.7M
5
WRB icon
W.R. Berkley
WRB
+$12.1M

Sector Composition

1 Technology 21.98%
2 Industrials 17.58%
3 Financials 12.42%
4 Healthcare 9.38%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CUBE icon
376
CubeSmart
CUBE
$8.95B
$945K 0.03%
25,788
-7,019
ALNT icon
377
Allient
ALNT
$1.48B
$937K 0.03%
+15,849
CPT icon
378
Camden Property Trust
CPT
$11B
$934K 0.03%
9,568
-3,016
MAA icon
379
Mid-America Apartment Communities
MAA
$15.7B
$916K 0.03%
7,497
-1,872
CVCO icon
380
Cavco Industries
CVCO
$4.17B
$866K 0.03%
1,789
+57
JOBY icon
381
Joby Aviation
JOBY
$11.2B
$864K 0.03%
104,566
+60,628
CUZ icon
382
Cousins Properties
CUZ
$4.56B
$863K 0.03%
38,255
-14,948
VOO icon
383
Vanguard S&P 500 ETF
VOO
$977B
$850K 0.03%
1,422
+825
DAVE icon
384
Dave Inc
DAVE
$3.28B
$846K 0.03%
4,859
+358
HURN icon
385
Huron Consulting
HURN
$1.74B
$823K 0.03%
6,457
+1,303
AVPT icon
386
AvePoint
AVPT
$2.32B
$802K 0.02%
84,294
+29,305
REXR icon
387
Rexford Industrial Realty
REXR
$7.65B
$747K 0.02%
22,816
-4,580
SHOP icon
388
Shopify
SHOP
$152B
$733K 0.02%
6,178
+2,461
IBIT icon
389
iShares Bitcoin Trust
IBIT
$50.6B
$722K 0.02%
18,796
+9,346
VRT icon
390
Vertiv
VRT
$122B
$667K 0.02%
+2,660
SCHA icon
391
Schwab U.S Small- Cap ETF
SCHA
$23B
$662K 0.02%
22,751
+1,784
NOBL icon
392
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.2B
$637K 0.02%
+12,018
GEV icon
393
GE Vernova
GEV
$258B
$594K 0.02%
681
+279
PLTR icon
394
Palantir
PLTR
$344B
$566K 0.02%
3,867
+1,409
ADI icon
395
Analog Devices
ADI
$208B
$534K 0.02%
+1,678
WELL icon
396
Welltower
WELL
$141B
$522K 0.02%
2,639
-310
AMTM
397
Amentum Holdings
AMTM
$5.72B
$511K 0.02%
+19,585
PAHC icon
398
Phibro Animal Health
PAHC
$1.35B
$501K 0.02%
+9,059
CURB
399
Curbline Properties
CURB
$3.07B
$494K 0.02%
+19,151
FISV
400
Fiserv Inc
FISV
$30.1B
$458K 0.01%
8,204
-1,567
14 15
16
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