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
$122M
AUM Growth
+$470K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Sells

1 +$4.21M
2 +$2.3M
3 +$2.14M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.41M
5
BA icon
Boeing
BA
+$957K

Sector Composition

1 Financials 6.44%
2 Technology 3.4%
3 Industrials 3.05%
4 Consumer Discretionary 2.98%
5 Consumer Staples 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-24,042
77
-6,700
78
-24,599
79
-8,065
80
-8,276