MWM

Moran Wealth Management Portfolio holdings

AUM $3.27B
1-Year Est. Return 25.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.8%
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
451
$308K 0.01%
+1,027
452
$301K 0.01%
+3,158
453
$300K 0.01%
+2,105
454
$296K 0.01%
5,228
-2,289
455
$292K 0.01%
+939
456
$290K 0.01%
1,575
-4,795
457
$289K 0.01%
+5,374
458
$287K 0.01%
1,816
-92,742
459
$287K 0.01%
862
-1,786
460
$286K 0.01%
+3,851
461
$286K 0.01%
+1,333
462
$285K 0.01%
+1,021
463
$285K 0.01%
+625
464
$283K 0.01%
+4,548
465
$282K 0.01%
+1,224
466
$280K 0.01%
1,389
-3,798
467
$276K 0.01%
+889
468
$272K 0.01%
+1,049
469
$269K 0.01%
+4,738
470
$267K 0.01%
3,980
-86,393
471
$265K 0.01%
2,091
-42
472
$264K 0.01%
+9,129
473
$262K 0.01%
+1,638
474
$261K 0.01%
+7,142
475
$260K 0.01%
+1,131
17 18
19
20 21