MWM
MorganRosel Wealth Management Portfolio holdings
AUM $329M
AUM
$329M
AUM Growth
+$24.7M (+8%)
Cap. Flow
+$28M
Cap. Flow % of AUM
8.51%
Top 10 Holdings %Top 10 Hldgs %
48.08%
Holding
353
New
249
Increased
49
Reduced
45
Closed
2
Top Buys
| 1 | $7.08M | |
| 2 | $2.43M | |
| 3 | $2.35M | |
| 4 | $2.13M | |
| 5 | $2.13M |
Top Sells
| 1 | $4.74M | |
| 2 | $1.41M | |
| 3 | $831K | |
| 4 | $560K | |
| 5 | $365K |
Sector Composition
| 1 | Technology | 3.84% |
| 2 | Industrials | 3.07% |
| 3 | Financials | 2.69% |
| 4 | Consumer Discretionary | 1.6% |
| 5 | Consumer Staples | 1.16% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $17.3K | 0.01% | 21 | New | +$17.3K | |||
| $17.3K | 0.01% | 214 | New | +$17.3K | |||
| $16.3K | 0% | 748 | New | +$16.3K | |||
| $15.9K | 0% | 333 | New | +$15.9K | |||
| $15.5K | 0% | 155 | New | +$15.5K | |||
| $14.1K | 0% | 232 | New | +$14.1K | |||
| $14K | 0% | 78 | New | +$14K | |||
| $13.8K | 0% | 204 | New | +$13.8K | |||
| $13.2K | 0% | 100 | New | +$13.2K | |||
| $13.2K | 0% | 1,000 | New | +$13.2K | |||
| $12.7K | 0% | 71 | New | +$12.7K | |||
| $12.1K | 0% | 294 | New | +$12.1K | |||
| $11.7K | 0% | 150 | New | +$11.7K | |||
| $11.6K | 0% | 99 | New | +$11.6K | |||
| $11.4K | 0% | 3 | New | +$11.4K | |||
| $11.2K | 0% | 889 | New | +$11.2K | |||
| $10.9K | 0% | 49 | New | +$10.9K | |||
| $10.8K | 0% | 170 | New | +$10.8K | |||
| $10.4K | 0% | 333 | New | +$10.4K | |||
| $10.3K | 0% | 240 | New | +$10.3K | |||
| $10.2K | 0% | 209 | New | +$10.2K | |||
| $10.1K | 0% | 94 | New | +$10.1K | |||
| $9.97K | 0% | 133 | New | +$9.97K | |||
| $9.56K | 0% | 1,800 | New | +$9.56K | |||
| $9.45K | 0% | 19 | New | +$9.45K |
