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
$2.81B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$15.1M
3
+$12.9M
4
IT icon
Gartner
IT
+$11.1M
5
COR icon
Cencora
COR
+$10.9M

Top Sells

1
+$25.3M
2
+$22.5M
3
+$22.5M
4
HSY icon
Hershey
HSY
+$19.9M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$18M

Sector Composition

1 Industrials 18.71%
2 Technology 18.66%
3 Healthcare 12.26%
4 Financials 10.26%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.7M 1.73%
178,693
-7,128
2
$46.7M 1.66%
101,292
-3,284
3
$46.4M 1.65%
448,072
-2,524
4
$46.2M 1.64%
189,464
-6,577
5
$44.5M 1.58%
407,924
+12,509
6
$42.2M 1.5%
112,160
-1,904
7
$36.2M 1.29%
358,426
-25,350
8
$35.3M 1.25%
291,645
+14,739
9
$33.9M 1.2%
217,892
-6,580
10
$33.6M 1.2%
70,762
+28,934
11
$33.4M 1.19%
73,608
-1,665
12
$33.1M 1.18%
80,702
+2,609
13
$32.8M 1.17%
193,072
+47,604
14
$30.7M 1.09%
449,667
+42,021
15
$29.8M 1.06%
298,515
-28,810
16
$29M 1.03%
259,460
+63,680
17
$27.7M 0.98%
211,234
-9,108
18
$26.9M 0.96%
399,414
-103,522
19
$25.6M 0.91%
88,741
+57,421
20
$25.1M 0.89%
55,750
+27,688
21
$24.5M 0.87%
39,255
-131
22
$23.4M 0.83%
175,329
+12,486
23
$23.2M 0.82%
64,156
-507
24
$22.8M 0.81%
40,353
-740
25
$22.8M 0.81%
38,975
+4,735
1
2 3 4 5