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
201
$27.3K 0.01%
+331
202
$27.1K 0.01%
+232
203
$26.5K 0.01%
+45
204
$26.5K 0.01%
+200
205
$26.5K 0.01%
+63
206
$25.9K 0.01%
+166
207
$25.6K 0.01%
+500
208
$24.6K 0.01%
+344
209
$24.2K 0.01%
+300
210
$23.9K 0.01%
+398
211
$23.7K 0.01%
+376
212
$23.4K 0.01%
+74
213
$22.8K 0.01%
+270
214
$22.6K 0.01%
+816
215
$21.4K 0.01%
+179
216
$21K 0.01%
299
-67,463
217
$20.7K 0.01%
+339
218
$19.9K 0.01%
+100
219
$19.9K 0.01%
+130
220
$19.3K 0.01%
+185
221
$18.1K 0.01%
+88
222
$17.9K 0.01%
+112
223
$17.6K 0.01%
+103
224
$17.4K 0.01%
+4,565
225
$17.4K 0.01%
+47