MWM

Moran Wealth Management Portfolio holdings

AUM $3.27B
1-Year Est. Return 25.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.25B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$13.3M
3
+$12.6M
4
PGR icon
Progressive
PGR
+$12.4M
5
SPOT icon
Spotify
SPOT
+$11.9M

Top Sells

1
+$15.9M
2
+$14.3M
3
+$11.6M
4
AME icon
Ametek
AME
+$11.5M
5
MRK icon
Merck
MRK
+$11.1M

Sector Composition

1 Industrials 20.92%
2 Technology 19.03%
3 Financials 12.15%
4 Healthcare 11.57%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$201K 0.01%
+3,685
402
$201K 0.01%
+2,178
403
– –
-24,354
404
– –
-20,718
405
– –
-178,676
406
– –
-1,805
407
– –
-5,926
408
– –
-19,021
409
– –
-17,274
410
– –
-178,022
411
– –
-58,259
412
– –
-590
413
– –
-65,545
414
– –
-30,353
415
– –
-3,546
416
– –
-41,266
417
– –
-33,642
418
– –
-11,561
419
– –
-6,118
420
– –
-30,659
421
– –
-93,236
422
– –
-1,266
423
– –
-69,176
424
– –
-862
425
– –
-23,096
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