MWM

MorganRosel Wealth Management Portfolio holdings

AUM $400M
1-Year Est. Return 18.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1 +$7.52M
2 +$2.42M
3 +$2.32M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.24M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.1M

Top Sells

1 +$4.65M
2 +$1.29M
3 +$824K
4
NVT icon
nVent Electric
NVT
+$661K
5
PHM icon
Pultegroup
PHM
+$589K

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 Change
in Stake
Capital Flow
351
-892
352
0
353
-9,698