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
$303M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.5M
3
+$1.49M
4
TT icon
Trane Technologies
TT
+$1.4M
5
VCTR icon
Victory Capital Holdings
VCTR
+$1.33M

Top Sells

1
+$1.24M
2
+$1.03M
3
+$1.02M
4
STLD icon
Steel Dynamics
STLD
+$933K
5
BCC icon
Boise Cascade
BCC
+$925K

Sector Composition

1 Industrials 3.67%
2 Technology 3.4%
3 Financials 1.92%
4 Consumer Discretionary 1.48%
5 Consumer Staples 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 0.8%
5,631
+175
27
$2.35M 0.77%
22,748
-25
28
$1.97M 0.65%
48,827
+1,154
29
$1.8M 0.59%
88,766
+6,141
30
$1.75M 0.58%
24,350
-28
31
$1.67M 0.55%
15,153
-2,419
32
$1.6M 0.53%
14,767
33
$1.56M 0.51%
7,686
-12
34
$1.53M 0.5%
+16,783
35
$1.5M 0.5%
+17,500
36
$1.5M 0.5%
31,376
+850
37
$1.49M 0.49%
+17,535
38
$1.45M 0.48%
6,214
+5
39
$1.4M 0.46%
+3,597
40
$1.33M 0.44%
+24,079
41
$1.32M 0.43%
8,518
-1,803
42
$1.29M 0.43%
46,125
+12,497
43
$1.28M 0.42%
4,296
-39
44
$1.26M 0.42%
+19,392
45
$1.25M 0.41%
1,616
-50
46
$1.25M 0.41%
+2,781
47
$1.25M 0.41%
1,408
+153
48
$1.24M 0.41%
13,494
-69
49
$1.16M 0.38%
3,493
-298
50
$1.15M 0.38%
10,540
1
2
3 4 5