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
76
-7,999
77
-33,170
78
-40,178
79
-135,450