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
$142M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$3.63M
2 +$3.09M
3 +$1.13M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$830K
5
DKS icon
Dick's Sporting Goods
DKS
+$641K

Top Sells

1 +$3.67M
2 +$981K
3 +$731K
4
ORLY icon
O'Reilly Automotive
ORLY
+$725K
5
NEM icon
Newmont
NEM
+$647K

Sector Composition

1 Consumer Discretionary 6.02%
2 Technology 5.9%
3 Healthcare 1.78%
4 Consumer Staples 1.3%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,204
77
-23,580
78
-5,526
79
-1,731
80
-3,658
81
-2,159