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 | |
|---|---|---|---|---|---|---|---|
| $65K | 0.02% | 2,000 | New | +$65K | |||
| $65K | 0.02% | 208 | New | +$65K | |||
| $63.4K | 0.02% | 110 | New | +$63.4K | |||
| $60.7K | 0.02% | 865 | New | +$60.7K | |||
| $60K | 0.02% | 254 | New | +$60K | |||
| $59.9K | 0.02% | 283 | New | +$59.9K | |||
| $59.8K | 0.02% | 610 | New | +$59.8K | |||
| $56K | 0.02% | 353 | New | +$56K | |||
| $54.9K | 0.02% | 366 | New | +$54.9K | |||
| $54.5K | 0.02% | 230 | New | +$54.5K | |||
| $53.4K | 0.02% | 500 | New | +$53.4K | |||
| $53.1K | 0.02% | 400 | New | +$53.1K | |||
| $52.3K | 0.02% | 668 | New | +$52.3K | |||
| $50.4K | 0.02% | 1,208 | New | +$50.4K | |||
| $50.3K | 0.02% | 264 | New | +$50.3K | |||
| $49.4K | 0.01% | 1,000 | New | +$49.4K | |||
| $48.8K | 0.01% | 160 | New | +$48.8K | |||
| $48.3K | 0.01% | 1,100 | New | +$48.3K | |||
| $48.2K | 0.01% | 900 | New | +$48.2K | |||
| $46.6K | 0.01% | 450 | New | +$46.6K | |||
| $46.2K | 0.01% | 548 | New | +$46.2K | |||
| $45.8K | 0.01% | 1,000 | New | +$45.8K | |||
| $44.5K | 0.01% | 754 | New | +$44.5K | |||
| $43.6K | 0.01% | 1,543 | New | +$43.6K | |||
| $43.5K | 0.01% | 4,000 | New | +$43.5K |
