MWM

Moran Wealth Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 19.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.37%
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
+$33.7M
2
+$28.8M
3
+$23.8M
4
MRK icon
Merck
MRK
+$18M
5
KLAC icon
KLA
KLAC
+$14M

Top Sells

1
+$17.6M
2
+$17M
3
+$16.6M
4
AVGO icon
Broadcom
AVGO
+$15.2M
5
CINF icon
Cincinnati Financial
CINF
+$14.7M

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
THC icon
476
Tenet Healthcare
THC
$16.7B
$247K 0.01%
1,218
-35
FTDR icon
477
Frontdoor
FTDR
$4.27B
$246K 0.01%
3,663
-161
VIRT icon
478
Virtu Financial
VIRT
$3.45B
$245K 0.01%
6,910
-144
GLIBA
479
GCI Liberty Inc Series A
GLIBA
$1.5B
$241K 0.01%
+6,414
JHG icon
480
Janus Henderson
JHG
$7.16B
$240K 0.01%
+5,390
AN icon
481
AutoNation
AN
$7.51B
$238K 0.01%
1,089
-45
DKNG icon
482
DraftKings
DKNG
$14.9B
$237K 0.01%
+6,334
DOCU icon
483
DocuSign
DOCU
$10.8B
$235K 0.01%
3,258
-8,174
EQIX icon
484
Equinix
EQIX
$81.1B
$230K 0.01%
294
+36
MELI icon
485
Mercado Libre
MELI
$112B
$229K 0.01%
98
-304
SPMO icon
486
Invesco S&P 500 Momentum ETF
SPMO
$13.7B
$229K 0.01%
+1,890
RNR icon
487
RenaissanceRe
RNR
$13B
$223K 0.01%
880
-8,508
DPZ icon
488
Domino's
DPZ
$13.8B
$209K 0.01%
484
-1,240
GPI icon
489
Group 1 Automotive
GPI
$4.59B
$207K 0.01%
+473
BTSG icon
490
BrightSpring Health Services
BTSG
$7.18B
$203K 0.01%
+6,870
AVAH icon
491
Aveanna Healthcare
AVAH
$1.74B
$201K 0.01%
+22,687
WTW icon
492
Willis Towers Watson
WTW
$30.3B
– –
-17,225
VLO icon
493
Valero Energy
VLO
$55.7B
– –
-4,065
VCLT icon
494
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.63B
– –
-38,863
UVE icon
495
Universal Insurance Holdings
UVE
$852M
– –
-9,332
URBN icon
496
Urban Outfitters
URBN
$6.27B
– –
-3,635
UNM icon
497
Unum
UNM
$12.8B
– –
-12,139
TW icon
498
Tradeweb Markets
TW
$22B
– –
-67,505
TTD icon
499
Trade Desk
TTD
$15.1B
– –
-118,932
TGT icon
500
Target
TGT
$46.6B
– –
-15,787
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20
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