MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.66B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.39M
4
IPG icon
Interpublic Group of Companies
IPG
+$8M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.71M

Top Sells

1
+$21.4M
2
+$11.5M
3
+$9.53M
4
PRU icon
Prudential Financial
PRU
+$8.42M
5
MOS icon
The Mosaic Company
MOS
+$7.37M

Sector Composition

1 Industrials 17.95%
2 Healthcare 14.23%
3 Technology 12.53%
4 Financials 10.02%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$93.1K ﹤0.01%
15,221
+2,738
377
$84.1K ﹤0.01%
+15,106
378
$75.7K ﹤0.01%
+1,671
379
$74.7K ﹤0.01%
25,842
380
$47.6K ﹤0.01%
22,359
381
– –
-3,432
382
– –
-36,290
383
– –
-16,644
384
– –
-3,093
385
– –
-7,792
386
– –
-12,010
387
– –
-20,884
388
– –
-988
389
– –
-5,226
390
– –
-135,938
391
– –
-18,991
392
– –
-7,512
393
– –
-3,632
394
– –
-24,449
395
– –
-4,225
396
– –
-166,978
397
– –
-25,428
398
– –
-1,064
399
– –
-65,506
400
– –
-6,769
14 15
16
17 18