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 | |
|---|---|---|---|---|---|---|---|
| $9.35K | 0% | 250 | New | +$9.35K | |||
| $9.28K | 0% | 42 | New | +$9.28K | |||
| $9.27K | 0% | 38 | New | +$9.27K | |||
| $8.86K | 0% | 33 | New | +$8.86K | |||
| $8.69K | 0% | 305 | New | +$8.69K | |||
| $8.63K | 0% | 163 | New | +$8.63K | |||
| $8.43K | 0% | 2,026 | New | +$8.43K | |||
| $8.35K | 0% | 100 | New | +$8.35K | |||
| $7.51K | 0% | 99 | New | +$7.51K | |||
| $7.3K | 0% | 44 | New | +$7.3K | |||
| $7.21K | 0% | 27 | New | +$7.21K | |||
| $6.44K | 0% | 24 | New | +$6.44K | |||
| $6.42K | 0% | 51 | New | +$6.42K | |||
| $6.34K | 0% | 143 | New | +$6.34K | |||
| $6.2K | 0% | 113 | New | +$6.2K | |||
| $6.12K | 0% | 55 | New | +$6.12K | |||
| $5.81K | 0% | 19 | New | +$5.81K | |||
| $5.8K | 0% | 97 | New | +$5.8K | |||
| $5.71K | 0% | 90 | New | +$5.71K | |||
| $5.62K | 0% | 112 | New | +$5.62K | |||
| $5.53K | 0% | 63 | New | +$5.53K | |||
| $5.53K | 0% | 36 | New | +$5.53K | |||
| $5.2K | 0% | 73 | New | +$5.2K | |||
| $5.09K | 0% | 70 | New | +$5.09K | |||
| $5.08K | 0% | 250 | New | +$5.08K |
