MWM
MorganRosel Wealth Management Portfolio holdings
AUM $329M
AUM
$329M
AUM Growth
+$24.7M (+8%)
Cap. Flow
+$28M
Cap. Flow % of AUM
8.51%
Top 10 Holdings %Top 10 Hldgs %
48.08%
Holding
353
New
249
Increased
49
Reduced
45
Closed
2
Top Buys
| 1 | $7.08M | |
| 2 | $2.43M | |
| 3 | $2.35M | |
| 4 | $2.13M | |
| 5 | $2.13M |
Top Sells
| 1 | $4.74M | |
| 2 | $1.41M | |
| 3 | $831K | |
| 4 | $560K | |
| 5 | $365K |
Sector Composition
| 1 | Technology | 3.84% |
| 2 | Industrials | 3.07% |
| 3 | Financials | 2.69% |
| 4 | Consumer Discretionary | 1.6% |
| 5 | Consumer Staples | 1.16% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $104K | 0.03% | 112 | New | +$104K | |||
| $104K | 0.03% | 438 | New | +$104K | |||
| $100K | 0.03% | 5,292 | New | +$100K | |||
| $100K | 0.03% | 1,484 | New | +$100K | |||
| $99.4K | 0.03% | 1,007 | New | +$99.4K | |||
| $96K | 0.03% | 313 | New | +$96K | |||
| $95.9K | 0.03% | 5,000 | New | +$95.9K | |||
| $94K | 0.03% | 1,150 | New | +$94K | |||
| $93.4K | 0.03% | 548 | New | +$93.4K | |||
| $93.3K | 0.03% | 1,029 | New | +$93.3K | |||
| $92K | 0.03% | 1,956 | New | +$92K | |||
| $90.6K | 0.03% | 1,740 | New | +$90.6K | |||
| $88.8K | 0.03% | 246 | New | +$88.8K | |||
| $88.4K | 0.03% | 533 | New | +$88.4K | |||
| $88.3K | 0.03% | 528 | New | +$88.3K | |||
| $80.9K | 0.02% | 2,393 | New | +$80.9K | |||
| $79.9K | 0.02% | 1,440 | New | +$79.9K | |||
| $79.3K | 0.02% | 600 | New | +$79.3K | |||
| $77K | 0.02% | 857 | New | +$77K | |||
| $75.2K | 0.02% | 675 | New | +$75.2K | |||
| $71.8K | 0.02% | 1,000 | New | +$71.8K | |||
| $68.4K | 0.02% | 1,108 | New | +$68.4K | |||
| $67.4K | 0.02% | 546 | New | +$67.4K | |||
| $65.6K | 0.02% | 1,447 | New | +$65.6K | |||
| $65.2K | 0.02% | 1,146 | New | +$65.2K |
