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
$132M
AUM Growth
+$9.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$769K
3 +$735K
4
GNTX icon
Gentex
GNTX
+$697K
5
ICE icon
Intercontinental Exchange
ICE
+$684K

Top Sells

1 +$843K
2 +$750K
3 +$693K
4
VOYA icon
Voya Financial
VOYA
+$666K
5
TRV icon
Travelers Companies
TRV
+$620K

Sector Composition

1 Financials 4.81%
2 Consumer Discretionary 3.94%
3 Technology 3.72%
4 Industrials 2.36%
5 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-9,149
77
-8,139
78
-4,172
79
-12,240