MWM
Moran Wealth Management Portfolio holdings
AUM $2.97B
AUM
$2.97B
AUM Growth
-$160M (-5%)
Cap. Flow
+$216M
Cap. Flow % of AUM
7.25%
Top 10 Holdings %Top 10 Hldgs %
14.81%
Holding
500
New
89
Increased
144
Reduced
200
Closed
67
Top Buys
| 1 | $19.1M | |
| 2 | $15.1M | |
| 3 | $14M | |
| 4 | $11.8M | |
| 5 | $11.1M |
Top Sells
| 1 | $24.2M | |
| 2 | $22.4M | |
| 3 | $21.8M | |
| 4 | $14.2M | |
| 5 | $13M |
Sector Composition
| 1 | Technology | 21.39% |
| 2 | Industrials | 18.76% |
| 3 | Financials | 14.18% |
| 4 | Consumer Discretionary | 10.57% |
| 5 | Healthcare | 9.92% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -2,526 | Closed | – | |||
| $0 | 0% | 0 -16,910 | Closed | – | |||
| $0 | 0% | 0 -7,097 | Closed | – | |||
| $0 | 0% | 0 -97,207 | Closed | – | |||
| $0 | 0% | 0 -180,446 | Closed | – | |||
| $0 | 0% | 0 -103,679 | Closed | – | |||
| $0 | 0% | 0 -112,789 | Closed | – | |||
| $0 | 0% | 0 -44,101 | Closed | – | |||
| $0 | 0% | 0 -229,592 | Closed | – | |||
| $0 | 0% | 0 -93,217 | Closed | – | |||
| $0 | 0% | 0 -24,510 | Closed | – | |||
| $0 | 0% | 0 -72,427 | Closed | – | |||
| $0 | 0% | 0 -11,317 | Closed | – | |||
| $0 | 0% | 0 -141,597 | Closed | – | |||
| $0 | 0% | 0 -101,781 | Closed | – | |||
| $0 | 0% | 0 -23,456 | Closed | – | |||
| $0 | 0% | 0 -13,050 | Closed | – | |||
| $0 | 0% | 0 -21,946 | Closed | – | |||
| $0 | 0% | 0 -22,376 | Closed | – | |||
| $0 | 0% | 0 -1,419 | Closed | – | |||
| $0 | 0% | 0 -1,569 | Closed | – | |||
| $0 | 0% | 0 -96,640 | Closed | – | |||
| $0 | 0% | 0 -46,207 | Closed | – | |||
| $0 | 0% | 0 -3,241 | Closed | – | |||
| $0 | 0% | 0 -71,860 | Closed | – |
