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
476
$247K 0.01%
1,218
-35
477
$246K 0.01%
3,663
-161
478
$245K 0.01%
6,910
-144
479
$241K 0.01%
+6,414
480
$240K 0.01%
+5,390
481
$238K 0.01%
1,089
-45
482
$237K 0.01%
+6,334
483
$235K 0.01%
3,258
-8,174
484
$230K 0.01%
294
+36
485
$229K 0.01%
98
-304
486
$229K 0.01%
+1,890
487
$223K 0.01%
880
-8,508
488
$209K 0.01%
484
-1,240
489
$207K 0.01%
+473
490
$203K 0.01%
+6,870
491
$201K 0.01%
+22,687
492
– –
-67,505
493
– –
-3,394
494
– –
0
495
– –
-81,809
496
– –
-62,413
497
– –
-1,524
498
– –
-34,670
499
– –
-53,519
500
– –
-21,716
18 19
20
21 22