MWM

MorganRosel Wealth Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$3.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.72M
3
+$1.4M
4
OSK icon
Oshkosh
OSK
+$790K
5
AGCO icon
AGCO
AGCO
+$749K

Top Sells

1
+$3M
2
+$2.1M
3
+$1.09M
4
LOW icon
Lowe's Companies
LOW
+$876K
5
FL
Foot Locker
FL
+$805K

Sector Composition

1 Financials 6.26%
2 Industrials 4.62%
3 Technology 3.15%
4 Consumer Discretionary 1.85%
5 Consumer Staples 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$885K 0.73%
6,603
-212
27
$883K 0.73%
6,969
-194
28
$860K 0.71%
4,958
-148
29
$859K 0.71%
1,775
-79
30
$854K 0.7%
10,181
-430
31
$840K 0.69%
22,821
-729
32
$832K 0.69%
6,158
-214
33
$824K 0.68%
6,678
-254
34
$814K 0.67%
14,846
-527
35
$790K 0.65%
+9,457
36
$787K 0.65%
46,946
-951
37
$760K 0.63%
18,053
-413
38
$749K 0.62%
+9,659
39
$745K 0.61%
+24,599
40
$737K 0.61%
22,171
-467
41
$731K 0.6%
29,670
-735
42
$725K 0.6%
8,276
-80
43
$722K 0.59%
+4,972
44
$715K 0.59%
+24,390
45
$697K 0.57%
+12,598
46
$687K 0.57%
10,572
-32,371
47
$656K 0.54%
8,065
-105
48
$640K 0.53%
+4,283
49
$628K 0.52%
+24,042
50
$517K 0.43%
2,487
+389
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2
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