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
$3.26B
AUM Growth
-$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$11.3M
3
+$10M
4
FTNT icon
Fortinet
FTNT
+$9.33M
5
SBAC icon
SBA Communications
SBAC
+$9.02M

Top Sells

1
+$57.4M
2
+$28.8M
3
+$23.5M
4
HSY icon
Hershey
HSY
+$17.2M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$14.7M

Sector Composition

1 Technology 23.68%
2 Industrials 17.27%
3 Financials 13.94%
4 Consumer Discretionary 9.75%
5 Healthcare 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KEYS icon
401
Keysight
KEYS
$57.3B
$479K 0.01%
2,359
-629
ACHR icon
402
Archer Aviation
ACHR
$4.58B
$470K 0.01%
+62,502
IBIT icon
403
iShares Bitcoin Trust
IBIT
$60.9B
$469K 0.01%
9,450
+3,553
TWLO icon
404
Twilio
TWLO
$21.2B
$467K 0.01%
3,280
-1,630
ROK icon
405
Rockwell Automation
ROK
$46.7B
$466K 0.01%
1,199
-572
IYRI
406
NEOS Real Estate High Income ETF
IYRI
$250M
$457K 0.01%
+9,406
CB icon
407
Chubb
CB
$129B
$455K 0.01%
1,457
-331
MAR icon
408
Marriott International
MAR
$100B
$449K 0.01%
1,446
-538
LECO icon
409
Lincoln Electric
LECO
$14.3B
$444K 0.01%
1,851
-669
EXPD icon
410
Expeditors International
EXPD
$19.6B
$439K 0.01%
2,945
-1,102
PLTR icon
411
Palantir
PLTR
$350B
$437K 0.01%
2,458
+15
EQT icon
412
EQT Corp
EQT
$36.5B
$435K 0.01%
8,112
+2,419
SMR icon
413
NuScale Power
SMR
$4.1B
$424K 0.01%
29,945
+8,517
ORCL icon
414
Oracle
ORCL
$503B
$424K 0.01%
2,173
-13,805
HEI icon
415
HEICO Corp
HEI
$40.7B
$423K 0.01%
1,308
-666
IWMI
416
NEOS Russell 2000 High Income ETF
IWMI
$740M
$408K 0.01%
+8,371
ALL icon
417
Allstate
ALL
$55.8B
$406K 0.01%
1,952
-515
MDB icon
418
MongoDB
MDB
$21.2B
$404K 0.01%
963
+74
HOOD icon
419
Robinhood
HOOD
$81.7B
$392K 0.01%
3,468
-858
BWA icon
420
BorgWarner
BWA
$11.5B
$387K 0.01%
8,588
-3,998
TXT icon
421
Textron
TXT
$15.9B
$385K 0.01%
4,412
-2,171
NRG icon
422
NRG Energy
NRG
$35.6B
$384K 0.01%
2,414
-165
TMO icon
423
Thermo Fisher Scientific
TMO
$196B
$377K 0.01%
651
-230
NWSA icon
424
News Corp Class A
NWSA
$14.3B
$376K 0.01%
14,378
-5,453
VOO icon
425
Vanguard S&P 500 ETF
VOO
$893B
$374K 0.01%
597
+30
15 16
17
18 19