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
$3.23B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$17.9M
3
+$14.6M
4
COF icon
Capital One
COF
+$14.6M
5
CVX icon
Chevron
CVX
+$13.6M

Top Sells

1
+$19.7M
2
+$18.8M
3
+$15.3M
4
DFS
Discover Financial Services
DFS
+$14.5M
5
EVR icon
Evercore
EVR
+$14.4M

Sector Composition

1 Technology 23.25%
2 Industrials 17.42%
3 Financials 14.74%
4 Consumer Discretionary 9.96%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$300K 0.01%
+9,981
452
$296K 0.01%
+3,557
453
$275K 0.01%
+1,417
454
$264K 0.01%
+3,635
455
$259K 0.01%
+9,332
456
$257K 0.01%
+10,321
457
$244K 0.01%
1,366
-29,823
458
$244K 0.01%
+3,523
459
$239K 0.01%
11,426
+1,131
460
$229K 0.01%
+53,519
461
$229K 0.01%
+1,362
462
$226K 0.01%
+7,750
463
$225K 0.01%
+3,824
464
$225K 0.01%
+1,134
465
$221K 0.01%
+1,253
466
$208K 0.01%
+1,800
467
$206K 0.01%
+2,208
468
$206K 0.01%
+3,365
469
$205K 0.01%
258
-7
470
– –
-11,593
471
– –
-3,789
472
– –
-22,869
473
– –
-49,020
474
– –
-6,195
475
– –
-13,396
17 18
19
20 21