MWM

Moran Wealth Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 19.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.23B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$17.9M
3
+$14.6M
4
COF icon
Capital One
COF
+$14.6M
5
CVX icon
Chevron
CVX
+$13.6M

Top Sells

1
+$19.7M
2
+$18.8M
3
+$15.3M
4
DFS
Discover Financial Services
DFS
+$14.5M
5
EVR icon
Evercore
EVR
+$14.4M

Sector Composition

1 Technology 23.25%
2 Industrials 17.42%
3 Financials 14.74%
4 Consumer Discretionary 9.96%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$605K 0.02%
14,700
-2,448
377
$604K 0.02%
6,618
-75,219
378
$602K 0.02%
15,945
+7,594
379
$602K 0.02%
+16,517
380
$594K 0.02%
12,179
+5,683
381
$594K 0.02%
9,482
+148
382
$592K 0.02%
6,077
-669
383
$591K 0.02%
8,567
+4,019
384
$590K 0.02%
1,524
+122
385
$588K 0.02%
991
-147
386
$586K 0.02%
11,011
+5,044
387
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2,118
-2,044
388
$578K 0.02%
1,002
-257
389
$573K 0.02%
17,104
-1,311
390
$571K 0.02%
58,834
+1,537
391
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6,603
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392
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11,595
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393
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-356
394
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1,834
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395
$565K 0.02%
3,136
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396
$556K 0.02%
7,481
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397
$556K 0.02%
+4,039
398
$554K 0.02%
+14,005
399
$549K 0.02%
4,235
-492
400
$546K 0.02%
4,065
-662
14 15
16
17 18