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
$305M
AUM Growth
+$1.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$7.74M
2 +$2.09M
3 +$929K
4
CQP icon
Cheniere Energy
CQP
+$876K
5
CRGY icon
Crescent Energy
CRGY
+$783K

Top Sells

1 +$4.7M
2 +$1.25M
3 +$1.14M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.05M
5
MCK icon
McKesson
MCK
+$665K

Sector Composition

1 Technology 4.3%
2 Industrials 3.65%
3 Financials 2.08%
4 Consumer Discretionary 1.96%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$244K 0.08%
2,735
+31
102
$232K 0.08%
566
103
$211K 0.07%
300
104
-5,064
105
-588
106
-43,648
107
-1,167