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
$193M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$494K
2
+$314K
3
+$276K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$159K
5
NVO icon
Novo Nordisk
NVO
+$123K

Top Sells

1
+$171K
2
+$157K
3
+$146K
4
HD icon
Home Depot
HD
+$144K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98K

Sector Composition

1 Technology 26.6%
2 Financials 11.74%
3 Consumer Discretionary 7.89%
4 Healthcare 7%
5 Consumer Staples 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 0.95%
3,123
+1
27
$1.73M 0.9%
36,890
-1,300
28
$1.73M 0.89%
10,405
+960
29
$1.71M 0.88%
14,554
+81
30
$1.69M 0.88%
93,612
+1,347
31
$1.65M 0.85%
9,692
+724
32
$1.58M 0.82%
13,258
+1,035
33
$1.57M 0.81%
9,231
+110
34
$1.47M 0.76%
3,633
-355
35
$1.47M 0.76%
18,913
-265
36
$1.35M 0.7%
25,221
+151
37
$1.12M 0.58%
23,351
-2,047
38
$990K 0.51%
8,680
-80
39
$938K 0.49%
12,045
40
$900K 0.47%
1,818
41
$818K 0.42%
29,019
+3,240
42
$791K 0.41%
3,825
43
$755K 0.39%
9,424
+128
44
$755K 0.39%
1,319
+19
45
$737K 0.38%
21,780
-2,275
46
$721K 0.37%
14,100
47
$697K 0.36%
4,280
-150
48
$667K 0.35%
4,390
49
$667K 0.35%
2,425
-25
50
$652K 0.34%
7,784
+27
1
2
3 4 5