MWM

Moran Wealth Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
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 +$33.7M
2 +$28.8M
3 +$23.8M
4
MRK icon
Merck
MRK
+$18M
5
KLAC icon
KLA
KLAC
+$14M

Top Sells

1 +$17.6M
2 +$17M
3 +$16.6M
4
AVGO icon
Broadcom
AVGO
+$15.2M
5
CINF icon
Cincinnati Financial
CINF
+$14.7M

Sector Composition

1 Technology 24.19%
2 Industrials 16.9%
3 Financials 12.48%
4 Consumer Discretionary 9.05%
5 Healthcare 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SBIO icon
376
ALPS Medical Breakthroughs ETF
SBIO
$99M
$668K 0.02%
17,187
+7,206
WT icon
377
WisdomTree
WT
$1.54B
$641K 0.02%
+46,127
CRAI icon
378
CRA International
CRAI
$1.2B
$640K 0.02%
3,071
+280
HURN icon
379
Huron Consulting
HURN
$2.84B
$640K 0.02%
4,360
+321
HEI icon
380
HEICO Corp
HEI
$42.9B
$637K 0.02%
1,974
-145
WELL icon
381
Welltower
WELL
$139B
$633K 0.02%
3,553
+186
ARKG icon
382
ARK Genomic Revolution ETF
ARKG
$1.2B
$629K 0.02%
22,646
+9,855
LPX icon
383
Louisiana-Pacific
LPX
$5.7B
$627K 0.02%
7,062
+459
QTWO icon
384
Q2 Holdings
QTWO
$4.44B
$627K 0.02%
8,662
+604
HOOD icon
385
Robinhood
HOOD
$113B
$619K 0.02%
4,326
+359
ROK icon
386
Rockwell Automation
ROK
$43.9B
$619K 0.02%
1,771
-181
NWSA icon
387
News Corp Class A
NWSA
$14.2B
$609K 0.02%
19,831
-6,832
LECO icon
388
Lincoln Electric
LECO
$13.1B
$594K 0.02%
2,520
-214
AXON icon
389
Axon Enterprise
AXON
$42.4B
$578K 0.02%
+805
JKHY icon
390
Jack Henry & Associates
JKHY
$12.5B
$572K 0.02%
3,841
+705
GE icon
391
GE Aerospace
GE
$305B
$566K 0.02%
1,881
+93
SKWD icon
392
Skyward Specialty Insurance
SKWD
$1.89B
$558K 0.02%
11,737
+1,210
TXT icon
393
Textron
TXT
$14.5B
$556K 0.02%
6,583
-2,018
BWA icon
394
BorgWarner
BWA
$9.25B
$553K 0.02%
12,586
-4,518
MGNI icon
395
Magnite
MGNI
$2.07B
$547K 0.02%
+25,121
CSGP icon
396
CoStar Group
CSGP
$28.9B
$536K 0.02%
6,357
-412
ALKS icon
397
Alkermes
ALKS
$4.78B
$536K 0.02%
17,850
+2,017
COOP
398
DELISTED
Mr. Cooper
COOP
$533K 0.02%
2,527
-59
MSCI icon
399
MSCI
MSCI
$41.1B
$531K 0.02%
935
-67
ALL icon
400
Allstate
ALL
$54.7B
$530K 0.02%
+2,467