MWA
Moser Wealth Advisors Portfolio holdings
AUM
$208M
This Quarter Return
+3.02%
1 Year Return
+14.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(+5%)
Cap. Flow
+$3.68M
Cap. Flow
% of AUM
2.58%
Top 10 Holdings %
Top 10 Hldgs %
53.57%
Holding
168
New
48
Increased
50
Reduced
15
Closed
6
Top Buys
| 1 |
Clorox
CLX
|
$942K |
| 2 |
Qualcomm
QCOM
|
$794K |
| 3 |
Schwab US TIPS ETF
SCHP
|
$483K |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$389K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$213K |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$539K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$83.7K |
| 3 |
Apple
AAPL
|
$82.5K |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$77.6K |
| 5 |
DISCA
Discovery, Inc. Series A Common Stock
DISCA
|
$69.6K |
Sector Composition
| 1 | Technology | 17.8% |
| 2 | Consumer Discretionary | 10.54% |
| 3 | Financials | 10.5% |
| 4 | Healthcare | 8.15% |
| 5 | Consumer Staples | 3.27% |
