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
$3.32B
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$28.9M
3
+$23.2M
4
MRK icon
Merck
MRK
+$17.7M
5
PG icon
Procter & Gamble
PG
+$14M

Top Sells

1
+$17.3M
2
+$17M
3
+$15.1M
4
FICO icon
Fair Isaac
FICO
+$14.2M
5
AVGO icon
Broadcom
AVGO
+$14.2M

Sector Composition

1 Technology 24.18%
2 Industrials 16.9%
3 Financials 12.49%
4 Consumer Discretionary 9.05%
5 Healthcare 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$523K 0.02%
+2,988
402
$517K 0.02%
1,984
-134
403
$516K 0.02%
26,172
-7,263
404
$509K 0.02%
11,428
-3,272
405
$505K 0.02%
+1,788
406
$498K 0.02%
+9,511
407
$496K 0.02%
4,047
-324
408
$491K 0.01%
+4,910
409
$488K 0.01%
932
-59
410
$484K 0.01%
1,779
+151
411
$481K 0.01%
8,396
-2,243
412
$474K 0.01%
+2,522
413
$451K 0.01%
+10,649
414
$451K 0.01%
41,443
+4,034
415
$449K 0.01%
3,020
+1,220
416
$446K 0.01%
+2,443
417
$444K 0.01%
3,525
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418
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419
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4,665
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420
$439K 0.01%
+13,652
421
$431K 0.01%
8,911
-2,420
422
$429K 0.01%
12,909
-3,608
423
$429K 0.01%
5,931
-1,550
424
$427K 0.01%
881
-51
425
$425K 0.01%
2,075
-104
15 16
17
18 19