MWM

MorganRosel Wealth Management Portfolio holdings

AUM $400M
1-Year Est. Return 18.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1 +$6.18M
2 +$5.16M
3 +$2.92M
4
FISV
Fiserv Inc
FISV
+$1.4M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.38M

Top Sells

1 +$6.07M
2 +$5.28M
3 +$1.87M
4
SLVM icon
Sylvamo
SLVM
+$1.17M
5
TOL icon
Toll Brothers
TOL
+$863K

Sector Composition

1 Technology 4.48%
2 Industrials 3.32%
3 Financials 2.13%
4 Consumer Staples 1.74%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$81.7K 0.02%
675
152
$81.4K 0.02%
533
153
$81.2K 0.02%
110
154
$80.9K 0.02%
500
155
$76.9K 0.02%
1,108
156
$75.6K 0.02%
528
157
$74.7K 0.02%
857
158
$71.6K 0.02%
2,393
159
$68.6K 0.02%
2,372
+829
160
$68.6K 0.02%
865
161
$68.1K 0.02%
1,146
162
$68K 0.02%
600
163
$67.2K 0.02%
+1,193
164
$67K 0.02%
243
165
$65.1K 0.02%
546
166
$64.3K 0.02%
353
167
$64K 0.02%
1,000
168
$62.8K 0.02%
+911
169
$59.8K 0.02%
453
+87
170
$58.9K 0.02%
256
+2
171
$58.9K 0.02%
230
172
$57.3K 0.02%
1,100
173
$57.2K 0.02%
1,208
174
$57.1K 0.02%
626
-42
175
$56.4K 0.02%
+424