Morton Capital Management’s TCW Flexible Income ETF FLXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.2M Buy
1,373,849
+70,280
+5% +$2.77M 9.61% 4
2025
Q1
$51.1M Buy
1,303,569
+63,837
+5% +$2.5M 9.86% 4
2024
Q4
$48M Buy
1,239,732
+25,068
+2% +$970K 9.04% 4
2024
Q3
$48.4M Buy
1,214,664
+148,688
+14% +$5.92M 9.52% 4
2024
Q2
$40.7M Buy
+1,065,976
New +$40.7M 9.66% 3