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
$133M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$467K
2
+$387K
3
+$314K
4
XOM icon
Exxon Mobil
XOM
+$215K
5
VHT icon
Vanguard Health Care ETF
VHT
+$149K

Top Sells

1
+$1.2M
2
+$1.03M
3
+$303K
4
CLX icon
Clorox
CLX
+$168K
5
AAPL icon
Apple
AAPL
+$163K

Sector Composition

1 Technology 18.03%
2 Financials 11.64%
3 Healthcare 9.4%
4 Consumer Discretionary 6.29%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 1.13%
17,481
-837
27
$1.46M 1.1%
2,993
-118
28
$1.37M 1.03%
25,180
+7,100
29
$1.3M 0.98%
88,890
+2,750
30
$1.25M 0.94%
19,542
-200
31
$1.2M 0.9%
10,885
-168
32
$1.13M 0.85%
5,939
-250
33
$1.05M 0.79%
33,870
-900
34
$981K 0.74%
22,297
-1,743
35
$958K 0.72%
20,954
-350
36
$942K 0.71%
8,568
37
$911K 0.69%
7,090
-225
38
$885K 0.67%
5,937
-200
39
$873K 0.66%
2,543
-55
40
$863K 0.65%
4,025
+20
41
$861K 0.65%
17,405
-600
42
$861K 0.65%
12,701
43
$794K 0.6%
10,241
+26
44
$783K 0.59%
5,582
-1,194
45
$747K 0.56%
29,649
-159
46
$713K 0.54%
6,760
-10
47
$712K 0.54%
15,240
+550
48
$690K 0.52%
10,657
+220
49
$590K 0.44%
5,315
50
$505K 0.38%
2,430
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