MWM
MorganRosel Wealth Management Portfolio holdings
AUM
$366M
This Quarter Return
+7.16%
1 Year Return
+15.68%
3 Year Return
+51.89%
5 Year Return
+99.26%
10 Year Return
–
AUM
$303M
AUM Growth
+$303M
(+7.1%)
Cap. Flow
+$1.66M
Cap. Flow
% of AUM
0.55%
Top 10 Holdings %
Top 10 Hldgs %
52.77%
Holding
110
New
12
Increased
35
Reduced
40
Closed
9
Top Buys
| 1 |
Jackson Financial
JXN
|
$1.53M |
| 2 |
Sylvamo
SLVM
|
$1.5M |
| 3 |
Skywest
SKYW
|
$1.49M |
| 4 |
Trane Technologies
TT
|
$1.4M |
| 5 |
Victory Capital Holdings
VCTR
|
$1.33M |
Top Sells
| 1 |
WIRE
Encore Wire Corp
WIRE
|
$1.24M |
| 2 |
Marathon Petroleum
MPC
|
$1.03M |
| 3 |
Builders FirstSource
BLDR
|
$1.02M |
| 4 |
Steel Dynamics
STLD
|
$933K |
| 5 |
Boise Cascade
BCC
|
$925K |
Sector Composition
| 1 | Industrials | 3.67% |
| 2 | Technology | 3.4% |
| 3 | Financials | 1.92% |
| 4 | Consumer Discretionary | 1.48% |
| 5 | Consumer Staples | 0.96% |
