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 -62,899 | Closed | – | |||
| $0 | 0% | 0 -13,491 | Closed | – | |||
| $0 | 0% | 0 -2,998 | Closed | – | |||
| $0 | 0% | 0 -71,220 | Closed | – | |||
| $0 | 0% | 0 -175,081 | Closed | – | |||
| $0 | 0% | 0 -6,586 | Closed | – | |||
| $0 | 0% | 0 -2,439 | Closed | – | |||
| $0 | 0% | 0 -6,368 | Closed | – | |||
| $0 | 0% | 0 -4,492 | Closed | – | |||
| $0 | 0% | 0 -491,187 | Closed | – | |||
| $0 | 0% | 0 -3,207 | Closed | – | |||
| $0 | 0% | 0 -28,229 | Closed | – | |||
| $0 | 0% | 0 -4,832 | Closed | – | |||
| $0 | 0% | 0 -23,515 | Closed | – | |||
| $0 | 0% | 0 -1,632 | Closed | – | |||
| $0 | 0% | 0 -6,260 | Closed | – | |||
| $0 | 0% | 0 -3,444 | Closed | – | |||
| $0 | 0% | 0 -5,284 | Closed | – | |||
| $0 | 0% | 0 -68,539 | Closed | – | |||
| $0 | 0% | 0 -168,659 | Closed | – | |||
| $0 | 0% | 0 -18,568 | Closed | – | |||
| $0 | 0% | 0 -106,058 | Closed | – | |||
| $0 | 0% | 0 -7,944 | Closed | – | |||
| $0 | 0% | 0 -507,731 | Closed | – | |||
| $0 | 0% | 0 -105,871 | Closed | – |
