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
$2.66B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$7.72M
3
+$7.58M
4
FTNT icon
Fortinet
FTNT
+$7.55M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.68M

Top Sells

1
+$21.4M
2
+$11.5M
3
+$9.53M
4
MOS icon
The Mosaic Company
MOS
+$8.13M
5
PRU icon
Prudential Financial
PRU
+$7.98M

Sector Composition

1 Industrials 17.98%
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
401
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404
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411
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-342,886
414
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415
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416
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417
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418
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419
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420
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422
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423
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424
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-6,143
425
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