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
$3.26B
AUM Growth
-$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$11.3M
3
+$10M
4
FTNT icon
Fortinet
FTNT
+$9.33M
5
SBAC icon
SBA Communications
SBAC
+$9.02M

Top Sells

1
+$57.4M
2
+$28.8M
3
+$23.5M
4
HSY icon
Hershey
HSY
+$17.2M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$14.7M

Sector Composition

1 Technology 23.68%
2 Industrials 17.27%
3 Financials 13.94%
4 Consumer Discretionary 9.75%
5 Healthcare 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DAL icon
451
Delta Air Lines
DAL
$41B
$270K 0.01%
3,896
-842
GEV icon
452
GE Vernova
GEV
$225B
$263K 0.01%
+402
VIK icon
453
Viking Holdings
VIK
$32.5B
$256K 0.01%
3,590
-958
DLB icon
454
Dolby
DLB
$6.11B
$246K 0.01%
3,837
-2,094
MANH icon
455
Manhattan Associates
MANH
$8.55B
$242K 0.01%
1,395
-680
RACE icon
456
Ferrari
RACE
$62.4B
$242K 0.01%
645
-138
HLT icon
457
Hilton Worldwide
HLT
$68.6B
$241K 0.01%
840
-209
ENTG icon
458
Entegris
ENTG
$19.4B
$239K 0.01%
2,840
-1,301
BTSG icon
459
BrightSpring Health Services
BTSG
$7.17B
$238K 0.01%
6,353
-517
JHG icon
460
Janus Henderson
JHG
$7.71B
$237K 0.01%
4,974
-416
FAST icon
461
Fastenal
FAST
$52.5B
$235K 0.01%
5,850
-1,613
RVLV icon
462
Revolve Group
RVLV
$1.67B
$229K 0.01%
+7,597
DOX icon
463
Amdocs
DOX
$7.26B
$225K 0.01%
2,795
-2,236
DDOG icon
464
Datadog
DDOG
$38.2B
$225K 0.01%
1,653
-452
THC icon
465
Tenet Healthcare
THC
$20.5B
$223K 0.01%
1,123
-95
AN icon
466
AutoNation
AN
$6.49B
$221K 0.01%
1,072
-17
SPMO icon
467
Invesco S&P 500 Momentum ETF
SPMO
$13.3B
$221K 0.01%
1,852
-38
LEN icon
468
Lennar Class A
LEN
$26.3B
$218K 0.01%
2,123
-1,402
RIGL icon
469
Rigel Pharmaceuticals
RIGL
$596M
$218K 0.01%
+5,093
URBN icon
470
Urban Outfitters
URBN
$5.67B
$216K 0.01%
+2,874
ABT icon
471
Abbott
ABT
$197B
$214K 0.01%
1,709
-73,546
SPYM
472
State Street SPDR Portfolio S&P 500 ETF
SPYM
$105B
$213K 0.01%
+2,659
FTDR icon
473
Frontdoor
FTDR
$4.8B
$212K 0.01%
3,668
+5
PGNY icon
474
Progyny
PGNY
$1.53B
$210K 0.01%
+8,162
CCK icon
475
Crown Holdings
CCK
$12.7B
$209K 0.01%
+2,030
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