MWA

Moser Wealth Advisors Portfolio holdings

AUM $208M
1-Year Est. Return 14.21%
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.1M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$383K
2
+$369K
3
+$354K
4
AMZN icon
Amazon
AMZN
+$322K
5
V icon
Visa
V
+$165K

Top Sells

1
+$748K
2
+$619K
3
+$291K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$291K
5
GLD icon
SPDR Gold Trust
GLD
+$284K

Sector Composition

1 Technology 17.54%
2 Consumer Discretionary 12.94%
3 Financials 10.27%
4 Healthcare 9.44%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$813K 0.94%
21,031
-300
27
$803K 0.93%
14,964
+857
28
$734K 0.85%
1,668
29
$732K 0.85%
8,407
+106
30
$696K 0.81%
21,059
+1
31
$678K 0.79%
14,141
-350
32
$629K 0.73%
4,705
+700
33
$624K 0.72%
12,810
-875
34
$615K 0.71%
3,295
35
$607K 0.71%
92,080
-2,000
36
$588K 0.68%
30,225
+1,950
37
$496K 0.58%
4,300
38
$475K 0.55%
28,040
+7,000
39
$460K 0.53%
5,830
40
$395K 0.46%
2,649
+100
41
$361K 0.42%
8,080
+100
42
$309K 0.36%
2,350
43
$299K 0.35%
8,295
44
$287K 0.33%
2,485
-400
45
$270K 0.31%
1,675
+1,025
46
$265K 0.31%
2,145
+465
47
$210K 0.24%
3,000
48
$191K 0.22%
3,280
49
$184K 0.21%
21,734
+107
50
$177K 0.21%
2,235
+825
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