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 | |
|---|---|---|---|---|---|---|---|
| $42K | 0.01% | 400 | New | +$42K | |||
| $40.9K | 0.01% | 260 | New | +$40.9K | |||
| $40.7K | 0.01% | 1,000 | New | +$40.7K | |||
| $40.7K | 0.01% | 243 | New | +$40.7K | |||
| $40.4K | 0.01% | 1,000 | New | +$40.4K | |||
| $39.3K | 0.01% | 396 | New | +$39.3K | |||
| $38.4K | 0.01% | 409 | New | +$38.4K | |||
| $37.4K | 0.01% | 887 | New | +$37.4K | |||
| $36.5K | 0.01% | 1,653 | New | +$36.5K | |||
| $35.9K | 0.01% | 400 | New | +$35.9K | |||
| $35.2K | 0.01% | 500 | New | +$35.2K | |||
| $34.7K | 0.01% | 203 | New | +$34.7K | |||
| $33.9K | 0.01% | 220 | New | +$33.9K | |||
| $33.3K | 0.01% | 564 | New | +$33.3K | |||
| $33.2K | 0.01% | 277 | New | +$33.2K | |||
| $32.5K | 0.01% | 60 | New | +$32.5K | |||
| $32K | 0.01% | 405 | New | +$32K | |||
| $31.2K | 0.01% | 33 | New | +$31.2K | |||
| $31.1K | 0.01% | 2,017 | New | +$31.1K | |||
| $30.9K | 0.01% | 1,000 | New | +$30.9K | |||
| $30.1K | 0.01% | 3,000 | New | +$30.1K | |||
| $29.2K | 0.01% | 500 | New | +$29.2K | |||
| $28.8K | 0.01% | 107 | New | +$28.8K | |||
| $28.4K | 0.01% | 400 | New | +$28.4K | |||
| $27.8K | 0.01% | 507 | New | +$27.8K |
