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
$240M
AUM Growth
-$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$5.66M
2 +$1.37M
3 +$1.02M
4
KLAC icon
KLA
KLAC
+$840K
5
MCK icon
McKesson
MCK
+$771K

Top Sells

1 +$5.97M
2 +$1.05M
3 +$985K
4
WIRE
Encore Wire Corp
WIRE
+$960K
5
RYI icon
Ryerson Holding
RYI
+$957K

Sector Composition

1 Technology 3.28%
2 Industrials 2.97%
3 Consumer Discretionary 2.04%
4 Materials 1.27%
5 Financials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,835
102
-7,409
103
-7,988
104
-22,064
105
-9,046
106
-21,113
107
-1,452
108
-5,161