MWM

Moran Wealth Management Portfolio holdings

AUM $2.97B
This Quarter Return
-2.13%
1 Year Return
+7.01%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
-$57.6M
Cap. Flow %
-1.94%
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
$22.3M
4
$21.8M
5
$18M

Sector Composition

1Technology21.18%
2Industrials18.76%
3Financials14.18%
4Consumer Discretionary10.58%
5Healthcare9.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$7.44M0.25% 94,656
+989
+1%
+$77.8K
$7.38M0.25%
+173,530
 New
+$7.38M
$7.31M0.25% 122,232
+5,176
+4%
+$309K
$7.19M0.24% 164,971
+81,453
+98%
+$3.55M
$7.19M0.24% 1,561
+8
+0.5%
+$36.9K
$7.17M0.24%
+260,842
 New
+$7.17M
$7.14M0.24%
+50,526
 New
+$7.14M
$6.9M0.23%
+105,351
 New
+$6.9M
$6.68M0.22% 201,886
+107,847
+115%
+$3.57M
$6.62M0.22% 29,238
-3,771
-11%
-$853K
$6.59M0.22% 159,215
-6,328
-4%
-$262K
$6.57M0.22% 48,584
+47,074
+3,117%
+$6.36M
$6.57M0.22% 89,218
+8,534
+11%
+$628K
$6.5M0.22% 60,755
-4,834
-7%
-$517K
$6.49M0.22% 80,350
-7,712
-9%
-$623K
$6.47M0.22% 19,138
+25
+0.1%
+$8.45K
$6.45M0.22% 24,503
-445
-2%
-$117K
$6.31M0.21%
+76,060
 New
+$6.31M
$6.28M0.21% 23,402
+139
+0.6%
+$37.3K
$6.19M0.21% 109,431
+1,903
+2%
+$108K
$6.18M0.21%
+112,870
 New
+$6.18M
$6.12M0.21% 94,572
-374,129
-80%
-$24.2M
$6.05M0.2% 16,248
+7,189
+79%
+$2.68M
$6.04M0.2% 57,872
+5,648
+11%
+$589K
$6.01M0.2% 46,896
-4,457
-9%
-$571K
1 4567820