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
$155M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$719K
2
+$566K
3
+$539K
4
MSFT icon
Microsoft
MSFT
+$520K
5
GS icon
Goldman Sachs
GS
+$366K

Top Sells

1
+$1.56M
2
+$856K
3
+$392K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$179K
5
NVS icon
Novartis
NVS
+$139K

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 10.84%
3 Financials 10.58%
4 Healthcare 8.21%
5 Consumer Staples 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.98%
22,082
-948
27
$1.48M 0.95%
17,251
-343
28
$1.28M 0.82%
3,378
-19
29
$1.22M 0.78%
10,498
+4,650
30
$1.21M 0.78%
6,716
+1,832
31
$1.2M 0.77%
34,870
+1,100
32
$1.18M 0.76%
7,498
+125
33
$1.16M 0.74%
16,835
+700
34
$1.12M 0.72%
20,620
+310
35
$1.1M 0.71%
23,154
-225
36
$1.1M 0.71%
7,716
+1,550
37
$1.09M 0.7%
19,790
+90
38
$1.07M 0.69%
7,985
+1,425
39
$1.06M 0.69%
4,855
40
$1.05M 0.68%
34,360
+3,285
41
$1.01M 0.65%
4,461
+1,479
42
$1.01M 0.65%
6,827
-14
43
$895K 0.58%
9,412
+72
44
$850K 0.55%
9,315
-1,525
45
$816K 0.53%
8,685
+2,295
46
$808K 0.52%
5,585
+350
47
$766K 0.49%
12,780
-1,000
48
$736K 0.47%
3,073
+50
49
$698K 0.45%
3,280
+65
50
$639K 0.41%
12,200
-1,450
1
2
3 4 5