MWM

MorganRosel Wealth Management Portfolio holdings

AUM $329M
AUM
$329M
AUM Growth
+$24.7M
Cap. Flow
+$28M
Cap. Flow %
8.51%
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

1Technology3.84%
2Industrials3.07%
3Financials2.69%
4Consumer Discretionary1.6%
5Consumer Staples1.16%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$3.14K0%67 New
+$3.14K
$2.88K0%100 New
+$2.88K
$2.79K0%18 New
+$2.79K
$2.63K0%34 New
+$2.63K
$2.54K0%10 New
+$2.54K
$2.49K0%120 New
+$2.49K
$2.42K0%115 New
+$2.42K
$2.39K0%3 New
+$2.39K
$2.32K0%16 New
+$2.32K
$2.22K0%73 New
+$2.22K
$2.2K0%22 New
+$2.2K
$2.12K0%15 New
+$2.12K
$1.9K0%67 New
+$1.9K
$1.88K0%21 New
+$1.88K
$1.85K0%9 New
+$1.85K
$1.81K0%10 New
+$1.81K
$1.78K0%23 New
+$1.78K
$1.7K0%450 New
+$1.7K
$1.63K0%82 New
+$1.63K
$1.55K0%200 New
+$1.55K
$1.33K0%2 New
+$1.33K
$1.05K0%2 New
+$1.05K
$8900%5 New
+$890
$8660%64 New
+$866
$6810%20 New
+$681
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