MWM
MorganRosel Wealth Management Portfolio holdings
AUM
$366M
This Quarter Return
-12.66%
1 Year Return
+15.68%
3 Year Return
+51.89%
5 Year Return
+99.26%
10 Year Return
–
AUM
$96.6M
AUM Growth
–
Cap. Flow
+$96.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.34%
Holding
65
New
65
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$12.9M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$12.4M |
| 3 |
Invesco Dorsey Wright Momentum ETF
PDP
|
$6.41M |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$4.53M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.35M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 6.62% |
| 2 | Technology | 5.2% |
| 3 | Industrials | 3.25% |
| 4 | Consumer Discretionary | 2.27% |
| 5 | Energy | 1.67% |
