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
$4.13M0.14% 39,419
+1,992
+5%
+$209K
$4.08M0.14% 129,372
-2,867
-2%
-$90.4K
$4.05M0.14% 13,271
+10,794
+436%
+$3.3M
$4.02M0.14%
+35,220
 New
+$4.02M
$4.02M0.14% 23,082
-865
-4%
-$151K
$3.99M0.13% 38,396
+442
+1%
+$46K
$3.98M0.13%
+58,072
 New
+$3.98M
$3.91M0.13% 97,470
+4,801
+5%
+$192K
$3.89M0.13% 232,908
+115,840
+99%
+$1.93M
$3.86M0.13% 2,691
+2,521
+1,483%
+$3.61M
$3.85M0.13%
+39,845
 New
+$3.85M
$3.82M0.13% 30,604
+1,979
+7%
+$247K
$3.8M0.13% 35,943
+1,269
+4%
+$134K
$3.72M0.13% 5,617
+45
+0.8%
+$29.8K
$3.7M0.12% 37,711
-1,709
-4%
-$168K
$3.7M0.12% 81,525
-1,175
-1%
-$53.3K
$3.69M0.12% 21,924
-3,912
-15%
-$658K
$3.67M0.12% 147,520
-107,190
-42%
-$2.67M
$3.66M0.12% 633,604
-116,499
-16%
-$672K
$3.64M0.12% 191,278
+570
+0.3%
+$10.8K
$3.61M0.12% 10,358
-4,261
-29%
-$1.49M
$3.55M0.12% 61,181
-738
-1%
-$42.8K
$3.51M0.12% 23,640
+1,586
+7%
+$235K
$3.48M0.12% 45,590
-3,817
-8%
-$292K
$3.46M0.12% 47,037
+2,286
+5%
+$168K
1 789101120