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
$157M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$961K
2
+$738K
3
+$573K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$500K
5
XOM icon
Exxon Mobil
XOM
+$404K

Top Sells

1
+$1.41M
2
+$845K
3
+$569K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$440K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$316K

Sector Composition

1 Technology 24.31%
2 Financials 11.41%
3 Consumer Discretionary 7.93%
4 Healthcare 7.3%
5 Consumer Staples 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.94%
8,648
+225
27
$1.43M 0.91%
4,118
-2,439
28
$1.31M 0.84%
2,898
+23
29
$1.27M 0.81%
12,665
+4,045
30
$1.24M 0.79%
15,286
-1,260
31
$1.22M 0.78%
29,684
-10,709
32
$1.19M 0.76%
8,258
-235
33
$1.14M 0.73%
4,390
-648
34
$1.13M 0.72%
22,562
+573
35
$1.11M 0.71%
7,965
+3,580
36
$1.07M 0.68%
18,483
-173
37
$982K 0.63%
8,920
-575
38
$847K 0.54%
24,355
-5,785
39
$844K 0.54%
4,025
40
$831K 0.53%
12,345
+144
41
$763K 0.49%
14,955
-950
42
$730K 0.47%
1,893
-446
43
$726K 0.46%
5,095
-105
44
$722K 0.46%
5,073
-550
45
$651K 0.42%
2,500
46
$643K 0.41%
7,913
-1,617
47
$636K 0.41%
13,400
-2,200
48
$629K 0.4%
24,804
-6,429
49
$573K 0.37%
+5,538
50
$570K 0.36%
7,311
-30
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2
3 4 5