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
$123M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$2.59M
2 +$1.13M
3 +$1.05M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$974K
5
HOUS icon
Anywhere Real Estate
HOUS
+$721K

Top Sells

1 +$799K
2 +$676K
3 +$660K
4
CDW icon
CDW
CDW
+$626K
5
ICE icon
Intercontinental Exchange
ICE
+$606K

Sector Composition

1 Consumer Discretionary 5.71%
2 Technology 5.55%
3 Healthcare 2.31%
4 Consumer Staples 1.41%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,293
77
-16,938
78
-5,385
79
-7,931
80
-5,762
81
-21,940
82
-6,611