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
$2.81B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$15.1M
3
+$12.9M
4
IT icon
Gartner
IT
+$11.1M
5
COR icon
Cencora
COR
+$10.9M

Top Sells

1
+$25.3M
2
+$22.5M
3
+$22.5M
4
HSY icon
Hershey
HSY
+$19.9M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$18M

Sector Composition

1 Industrials 18.71%
2 Technology 18.66%
3 Healthcare 12.26%
4 Financials 10.26%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-4,632
452
– –
-12,400
453
– –
-815,820
454
– –
-669,762
455
– –
-6,887
456
– –
-31,886
457
– –
-34,548
458
– –
-152,667
459
– –
-420,533
460
– –
-113,388
461
– –
-69,510
462
– –
-10,329
463
– –
-8,771
15 16 17 18
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