MWM

Moran Wealth Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 19.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.37%
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
+$33.7M
2
+$28.8M
3
+$23.8M
4
MRK icon
Merck
MRK
+$18M
5
KLAC icon
KLA
KLAC
+$14M

Top Sells

1
+$17.6M
2
+$17M
3
+$16.6M
4
AVGO icon
Broadcom
AVGO
+$15.2M
5
CINF icon
Cincinnati Financial
CINF
+$14.7M

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
NUE icon
426
Nucor
NUE
$41.2B
$422K 0.01%
3,118
-1,117
AFRM icon
427
Affirm
AFRM
$20.7B
$420K 0.01%
5,741
+2,218
NRG icon
428
NRG Energy
NRG
$29.5B
$418K 0.01%
2,579
-74
DOX icon
429
Amdocs
DOX
$8.75B
$413K 0.01%
5,031
-1,587
CM icon
430
Canadian Imperial Bank of Commerce
CM
$88.1B
$397K 0.01%
4,965
+662
DHR icon
431
Danaher
DHR
$155B
$393K 0.01%
1,982
-80
CBRE icon
432
CBRE Group
CBRE
$51.1B
$389K 0.01%
+2,471
SNOW icon
433
Snowflake
SNOW
$68.2B
$387K 0.01%
+1,714
ETR icon
434
Entergy
ETR
$42.9B
$384K 0.01%
4,124
+567
IBIT icon
435
iShares Bitcoin Trust
IBIT
$65.5B
$383K 0.01%
5,897
+2,532
ENTG icon
436
Entegris
ENTG
$18.6B
$383K 0.01%
4,141
-158
RACE icon
437
Ferrari
RACE
$60B
$379K 0.01%
783
+97
SCHA icon
438
Schwab U.S Small- Cap ETF
SCHA
$20.5B
$375K 0.01%
+13,449
APP icon
439
Applovin
APP
$192B
$372K 0.01%
+518
AJG icon
440
Arthur J. Gallagher & Co
AJG
$63.1B
$367K 0.01%
1,184
+165
FAST icon
441
Fastenal
FAST
$49.7B
$366K 0.01%
+7,463
DSP icon
442
Viant Technology
DSP
$208M
$356K 0.01%
41,205
+6,849
IOT icon
443
Samsara
IOT
$16.8B
$348K 0.01%
+9,350
WDS icon
444
Woodside Energy
WDS
$33.6B
$348K 0.01%
23,119
-763
VOO icon
445
Vanguard S&P 500 ETF
VOO
$854B
$347K 0.01%
+567
AR icon
446
Antero Resources
AR
$10.9B
$335K 0.01%
+9,989
PM icon
447
Philip Morris
PM
$277B
$324K 0.01%
2,000
+289
TILE icon
448
Interface
TILE
$1.84B
$323K 0.01%
11,148
-278
UI icon
449
Ubiquiti
UI
$34.3B
$320K 0.01%
+485
EQT icon
450
EQT Corp
EQT
$35.2B
$310K 0.01%
+5,693
16 17
18
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