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 | |
|---|---|---|---|---|---|---|---|
| $5.05K | 0% | 63 | New | +$5.05K | |||
| $5.04K | 0% | 50 | New | +$5.04K | |||
| $4.97K | 0% | 43 | New | +$4.97K | |||
| $4.93K | 0% | 9 | New | +$4.93K | |||
| $4.92K | 0% | 9 | New | +$4.92K | |||
| $4.67K | 0% | 1,300 | New | +$4.67K | |||
| $4.65K | 0% | 27 | New | +$4.65K | |||
| $4.64K | 0% | 133 | New | +$4.64K | |||
| $4.61K | 0% | 1 | New | +$4.61K | |||
| $4.58K | 0% | 1,200 | New | +$4.58K | |||
| $4.46K | 0% | 90 | New | +$4.46K | |||
| $4.42K | 0% | 12 | New | +$4.42K | |||
| $4.19K | 0% | 50 | New | +$4.19K | |||
| $4.18K | 0% | 57 | New | +$4.18K | |||
| $4.08K | 0% | 51 | New | +$4.08K | |||
| $4.06K | 0% | 50 | New | +$4.06K | |||
| $3.98K | 0% | 18 | New | +$3.98K | |||
| $3.66K | 0% | 33 | New | +$3.66K | |||
| $3.65K | 0% | 6 | New | +$3.65K | |||
| $3.49K | 0% | 27 | New | +$3.49K | |||
| $3.4K | 0% | 131 | New | +$3.4K | |||
| $3.31K | 0% | 36 | New | +$3.31K | |||
| $3.22K | 0% | 13 | New | +$3.22K | |||
| $3.21K | 0% | 33 | New | +$3.21K | |||
| $3.17K | 0% | 49 | New | +$3.17K |
