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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.9M
3
+$9.58M
4
AMZN icon
Amazon
AMZN
+$8.28M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$7.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.22%
2 Financials 11%
3 Healthcare 8.13%
4 Consumer Discretionary 7.24%
5 Consumer Staples 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 1.05%
+8,408
27
$1.52M 1.02%
+27,515
28
$1.34M 0.9%
+6,940
29
$1.3M 0.88%
+2,826
30
$1.29M 0.87%
+16,796
31
$1.29M 0.87%
+18,926
32
$1.23M 0.83%
+10,819
33
$1.22M 0.82%
+5,760
34
$1.08M 0.73%
+9,895
35
$1.06M 0.72%
+31,740
36
$1.02M 0.69%
+22,021
37
$1.01M 0.68%
+8,468
38
$888K 0.6%
+12,401
39
$842K 0.57%
+5,295
40
$841K 0.57%
+7,842
41
$835K 0.56%
+4,025
42
$809K 0.54%
+17,858
43
$802K 0.54%
+2,488
44
$799K 0.54%
+15,905
45
$780K 0.53%
+9,871
46
$754K 0.51%
+5,713
47
$747K 0.5%
+15,750
48
$743K 0.5%
+30,684
49
$679K 0.46%
+6,280
50
$579K 0.39%
+2,440
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