MWM

MorganRosel Wealth Management Portfolio holdings

AUM $386M
1-Year Est. Return 15.32%
This Quarter Est. Return
1 Year Est. Return
+15.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$2.43M
3
+$2.35M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.13M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.13M

Top Sells

1
+$4.74M
2
+$1.41M
3
+$831K
4
NVT icon
nVent Electric
NVT
+$661K
5
PHM icon
Pultegroup
PHM
+$560K

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 Change
in Stake 		Capital Flow
151
$65K 0.02%
+2,000
152
$65K 0.02%
+208
153
$63.4K 0.02%
+110
154
$60.7K 0.02%
+865
155
$60K 0.02%
+254
156
$59.9K 0.02%
+283
157
$59.8K 0.02%
+610
158
$56K 0.02%
+353
159
$54.9K 0.02%
+366
160
$54.5K 0.02%
+230
161
$53.4K 0.02%
+500
162
$53.1K 0.02%
+400
163
$52.3K 0.02%
+668
164
$50.4K 0.02%
+1,208
165
$50.3K 0.02%
+264
166
$49.4K 0.02%
+1,000
167
$48.8K 0.01%
+160
168
$48.3K 0.01%
+1,100
169
$48.2K 0.01%
+900
170
$46.6K 0.01%
+450
171
$46.2K 0.01%
+548
172
$45.8K 0.01%
+1,000
173
$44.5K 0.01%
+754
174
$43.6K 0.01%
+1,543
175
$43.5K 0.01%
+4,000
5 6
7
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