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
$3.32B
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
THC icon
476
Tenet Healthcare
THC
$18.4B
$247K 0.01%
1,218
-35
FTDR icon
477
Frontdoor
FTDR
$4.54B
$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
$1.47B
$241K 0.01%
+6,414
JHG icon
480
Janus Henderson
JHG
$7.92B
$240K 0.01%
+5,390
AN icon
481
AutoNation
AN
$6.4B
$238K 0.01%
1,089
-45
DKNG icon
482
DraftKings
DKNG
$12.4B
$237K 0.01%
+6,334
DOCU
483
DocuSign
DOCU
$9.52B
$235K 0.01%
3,258
-8,174
EQIX icon
484
Equinix
EQIX
$96B
$230K 0.01%
294
+36
MELI icon
485
Mercado Libre
MELI
$87.6B
$229K 0.01%
98
-304
SPMO icon
486
Invesco S&P 500 Momentum ETF
SPMO
$13.3B
$229K 0.01%
+1,890
RNR icon
487
RenaissanceRe
RNR
$12.9B
$223K 0.01%
880
-8,508
DPZ icon
488
Domino's
DPZ
$13.3B
$209K 0.01%
484
-1,240
GPI icon
489
Group 1 Automotive
GPI
$3.55B
$207K 0.01%
+473
BTSG icon
490
BrightSpring Health Services
BTSG
$8.09B
$203K 0.01%
+6,870
AVAH icon
491
Aveanna Healthcare
AVAH
$1.48B
$201K 0.01%
+22,687
CMC icon
492
Commercial Metals
CMC
$6.87B
– –
-11,595
ADBE icon
493
Adobe
ADBE
$104B
– –
-1,524
ADMA icon
494
ADMA Biologics
ADMA
$3.85B
– –
-34,670
AMBP icon
495
Ardagh Metal Packaging
AMBP
$2.53B
– –
-53,519
ARIS
496
DELISTED
Aris Water Solutions
ARIS
– –
-21,716
AROC icon
497
Archrock
AROC
$6.33B
– –
-25,904
ATR icon
498
AptarGroup
ATR
$8.34B
– –
-24,494
AXS icon
499
AXIS Capital
AXS
$7.54B
– –
-88,018
BRO icon
500
Brown & Brown
BRO
$23.3B
– –
-113,137
18 19
20
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