MM
Morangie Management Portfolio holdings
AUM
$116M
1-Year Est. Return
14.69%
1 Year Est. Return
+14.69%
AUM
$115M
AUM Growth
+$13.2M
(+13%)
Holding
32
Top Buys
| 1 | +$1.86M | |
| 2 | +$1.56M | |
| 3 | +$1.41M | |
| 4 |
Goldman Sachs
GS
|
+$1.22M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.17M |
Top Sells
| 1 | +$17M | |
| 2 | +$2.39M | |
| 3 | +$77.7K | |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$35.2K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$5.52K |
Sector Composition
| 1 | Technology | 28.86% |
| 2 | Consumer Discretionary | 24.11% |
| 3 | Financials | 16.62% |
| 4 | Real Estate | 2.1% |
| 5 | Communication Services | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alphabet (Google) Class C
GOOG
$3.05T
| $570K | 0.49% |
3,215
|
|
||
27
Nuveen ESG Small-Cap ETF
NUSC
$1.19B
| $493K | 0.43% |
12,089
|
|
||
28
iShares MSCI ACWI ex US ETF
ACWX
$6.96B
| $468K | 0.41% |
7,681
|
|
||
29
Vanguard FTSE Developed Markets ETF
VEA
$178B
| $354K | 0.31% |
+6,217
|
|
||
30
Vanguard Information Technology ETF
VGT
$109B
| $265K | 0.23% |
+400
|
|
||
31
Vanguard Growth ETF
VUG
$195B
| $241K | 0.21% |
550
|
|
||
32
Wolfspeed
WOLF
$838M
| $9.98K | 0.01% |
25,028
-2,146
|
|