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 | |
|---|---|---|---|---|---|---|---|
| $27.3K | 0.01% | 331 | New | +$27.3K | |||
| $27.1K | 0.01% | 232 | New | +$27.1K | |||
| $26.5K | 0.01% | 45 | New | +$26.5K | |||
| $26.5K | 0.01% | 200 | New | +$26.5K | |||
| $26.5K | 0.01% | 63 | New | +$26.5K | |||
| $25.9K | 0.01% | 166 | New | +$25.9K | |||
| $25.6K | 0.01% | 500 | New | +$25.6K | |||
| $24.6K | 0.01% | 344 | New | +$24.6K | |||
| $24.2K | 0.01% | 300 | New | +$24.2K | |||
| $23.9K | 0.01% | 398 | New | +$23.9K | |||
| $23.7K | 0.01% | 376 | New | +$23.7K | |||
| $23.4K | 0.01% | 74 | New | +$23.4K | |||
| $22.8K | 0.01% | 270 | New | +$22.8K | |||
| $22.6K | 0.01% | 816 | New | +$22.6K | |||
| $21.4K | 0.01% | 179 | New | +$21.4K | |||
| $21K | 0.01% | 299 -67,463 | -100% | -$4.74M | |||
| $20.7K | 0.01% | 339 | New | +$20.7K | |||
| $19.9K | 0.01% | 100 | New | +$19.9K | |||
| $19.9K | 0.01% | 130 | New | +$19.9K | |||
| $19.3K | 0.01% | 185 | New | +$19.3K | |||
| $18.1K | 0.01% | 88 | New | +$18.1K | |||
| $17.9K | 0.01% | 112 | New | +$17.9K | |||
| $17.6K | 0.01% | 103 | New | +$17.6K | |||
| $17.4K | 0.01% | 4,565 | New | +$17.4K | |||
| $17.4K | 0.01% | 47 | New | +$17.4K |
