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
$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
NUE icon
426
Nucor
NUE
$36.9B
$422K 0.01%
3,118
-1,117
AFRM icon
427
Affirm
AFRM
$15.8B
$420K 0.01%
5,741
+2,218
NRG icon
428
NRG Energy
NRG
$32.9B
$418K 0.01%
2,579
-74
DOX icon
429
Amdocs
DOX
$7.17B
$413K 0.01%
5,031
-1,587
CM icon
430
Canadian Imperial Bank of Commerce
CM
$89.9B
$397K 0.01%
4,965
+662
DHR icon
431
Danaher
DHR
$138B
$393K 0.01%
1,982
-80
CBRE icon
432
CBRE Group
CBRE
$40.2B
$389K 0.01%
+2,471
SNOW icon
433
Snowflake
SNOW
$59.7B
$387K 0.01%
+1,714
ETR icon
434
Entergy
ETR
$48B
$384K 0.01%
4,124
+567
IBIT icon
435
iShares Bitcoin Trust
IBIT
$58.1B
$383K 0.01%
5,897
+2,532
ENTG icon
436
Entegris
ENTG
$17.6B
$383K 0.01%
4,141
-158
RACE icon
437
Ferrari
RACE
$59.5B
$379K 0.01%
783
+97
SCHA icon
438
Schwab U.S Small- Cap ETF
SCHA
$19.9B
$375K 0.01%
+13,449
APP icon
439
Applovin
APP
$155B
$372K 0.01%
+518
AJG icon
440
Arthur J. Gallagher & Co
AJG
$53.8B
$367K 0.01%
1,184
+165
FAST icon
441
Fastenal
FAST
$52.7B
$366K 0.01%
+7,463
DSP icon
442
Viant Technology
DSP
$209M
$356K 0.01%
41,205
+6,849
IOT icon
443
Samsara
IOT
$19.5B
$348K 0.01%
+9,350
WDS icon
444
Woodside Energy
WDS
$43B
$348K 0.01%
23,119
-763
VOO icon
445
Vanguard S&P 500 ETF
VOO
$853B
$347K 0.01%
+567
AR icon
446
Antero Resources
AR
$12.7B
$335K 0.01%
+9,989
PM icon
447
Philip Morris
PM
$269B
$324K 0.01%
2,000
+289
TILE icon
448
Interface
TILE
$1.57B
$323K 0.01%
11,148
-278
UI icon
449
Ubiquiti
UI
$47.7B
$320K 0.01%
+485
EQT icon
450
EQT Corp
EQT
$40.2B
$310K 0.01%
+5,693
16 17
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