MWM
MorganRosel Wealth Management Portfolio holdings
AUM
$386M
1-Year Est. Return
15.32%
1 Year Est. Return
+15.32%
AUM
$366M
AUM Growth
+$36.8M
(+11%)
Holding
379
Top Buys
| 1 | +$6.46M | |
| 2 | +$5.24M | |
| 3 | +$3.16M | |
| 4 |
HEICO Corp
HEI
|
+$1.46M |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$1.45M |
Top Sells
| 1 | +$6.44M | |
| 2 | +$5.56M | |
| 3 | +$2.07M | |
| 4 |
Sylvamo
SLVM
|
+$1.17M |
| 5 |
Toll Brothers
TOL
|
+$863K |
Sector Composition
| 1 | Technology | 4.48% |
| 2 | Industrials | 3.32% |
| 3 | Financials | 2.13% |
| 4 | Consumer Staples | 1.74% |
| 5 | Consumer Discretionary | 1.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
376
Sylvamo
SLVM
$1.77B
| – | – |
-17,472
|
|
||
377
TFI International
TFII
$7.05B
| – | – |
-34
|
|
||
|
378
Toll Brothers
TOL
$12.6B
| – | – |
-8,171
|
|
||
|
RHLD
379
Resolute Holdings Management
RHLD
$1.41B
| – | – |
-333
|
|