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
$2.97B
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$15.1M
3
+$14M
4
RS icon
Reliance Steel & Aluminium
RS
+$11.8M
5
MDLZ icon
Mondelez International
MDLZ
+$11.1M

Top Sells

1
+$24.2M
2
+$22.4M
3
+$22.3M
4
JPM icon
JPMorgan Chase
JPM
+$21.8M
5
CHE icon
Chemed
CHE
+$18M

Sector Composition

1 Technology 21.18%
2 Industrials 18.76%
3 Financials 14.18%
4 Consumer Discretionary 10.58%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COOP
401
DELISTED
Mr. Cooper
COOP
$281K 0.01%
2,347
-210
IHAK icon
402
iShares Cybersecurity and Tech ETF
IHAK
$917M
$280K 0.01%
+5,967
MILN icon
403
Global X Millennial Consumer ETF
MILN
$124M
$280K 0.01%
+6,496
PANW icon
404
Palo Alto Networks
PANW
$141B
$277K 0.01%
+1,622
LIT icon
405
Global X Lithium & Battery Tech ETF
LIT
$1.3B
$276K 0.01%
+7,102
SNSR icon
406
Global X Internet of Things ETF
SNSR
$217M
$275K 0.01%
+8,351
IBUY icon
407
Amplify Online Retail ETF
IBUY
$154M
$274K 0.01%
+4,548
AJG icon
408
Arthur J. Gallagher & Co
AJG
$71.9B
$273K 0.01%
790
+80
SIXG
409
Defiance Connective Technologies ETF
SIXG
$764M
$269K 0.01%
+6,320
FINX icon
410
Global X FinTech ETF
FINX
$297M
$266K 0.01%
+9,634
ZBRA icon
411
Zebra Technologies
ZBRA
$14.9B
$259K 0.01%
+918
COMP icon
412
Compass
COMP
$4.06B
$257K 0.01%
+29,437
ARTY
413
iShares Future AI & Tech ETF
ARTY
$1.65B
$256K 0.01%
+8,138
ACWI icon
414
iShares MSCI ACWI ETF
ACWI
$22.9B
$246K 0.01%
2,114
-35,428
VIRT icon
415
Virtu Financial
VIRT
$2.81B
$243K 0.01%
6,375
-482
TRGP icon
416
Targa Resources
TRGP
$32B
$231K 0.01%
+1,154
DASH icon
417
DoorDash
DASH
$112B
$231K 0.01%
+1,263
NRG icon
418
NRG Energy
NRG
$32.6B
$228K 0.01%
2,385
-138
CRH icon
419
CRH
CRH
$78.7B
$227K 0.01%
2,581
+356
RACE icon
420
Ferrari
RACE
$71B
$226K 0.01%
+534
VYM icon
421
Vanguard High Dividend Yield ETF
VYM
$64.9B
$225K 0.01%
+1,744
TDG icon
422
TransDigm Group
TDG
$71.3B
$221K 0.01%
+160
TPL icon
423
Texas Pacific Land
TPL
$21.6B
$217K 0.01%
+164
SE icon
424
Sea Limited
SE
$94.8B
$216K 0.01%
+1,658
EQIX icon
425
Equinix
EQIX
$79.7B
$216K 0.01%
265
+32
15 16
17
18 19