MWM
MorganRosel Wealth Management Portfolio holdings
AUM
$366M
This Quarter Return
+4.27%
1 Year Return
+15.68%
3 Year Return
+51.89%
5 Year Return
+99.26%
10 Year Return
–
AUM
$234M
AUM Growth
+$234M
(+7.9%)
Cap. Flow
+$9.03M
Cap. Flow
% of AUM
3.85%
Top 10 Holdings %
Top 10 Hldgs %
56.97%
Holding
99
New
9
Increased
47
Reduced
27
Closed
10
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$3.6M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$2.24M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.18M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.02M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$2.02M |
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$7.75M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$1.44M |
| 3 |
Cigna
CI
|
$1.31M |
| 4 |
Schwab International Equity ETF
SCHF
|
$1.31M |
| 5 |
Chord Energy
CHRD
|
$1.01M |
Sector Composition
| 1 | Energy | 4.04% |
| 2 | Consumer Discretionary | 2.06% |
| 3 | Materials | 1.81% |
| 4 | Technology | 1.75% |
| 5 | Industrials | 1.49% |
