MWM
MorganRosel Wealth Management Portfolio holdings
AUM
$366M
1-Year Est. Return
15.68%
1 Year Est. Return
+15.68%
AUM
$329M
AUM Growth
+$24.7M
(+8.1%)
Holding
353
Top Buys
| 1 | +$7.08M | |
| 2 | +$2.43M | |
| 3 | +$2.35M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.13M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.13M |
Top Sells
| 1 | +$4.74M | |
| 2 | +$1.41M | |
| 3 | +$831K | |
| 4 |
nVent Electric
NVT
|
+$661K |
| 5 |
Pultegroup
PHM
|
+$560K |
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
Vanguard Small-Cap Growth ETF
VBK
$20.5B
| – | – |
-892
|
|
||
352
Canadian National Railway
CNI
$59.7B
| – | – |
0
|
|
||
|
353
nVent Electric
NVT
$16B
| – | – |
-9,698
|
|