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
$142M
AUM Growth
+$6.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$794K
3
+$483K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$389K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$213K

Top Sells

1
+$539K
2
+$83.7K
3
+$82.5K
4
IWR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$505K 0.35%
2,383
+108
52
$502K 0.35%
6,390
+1,450
53
$471K 0.33%
6,409
+210
54
$471K 0.33%
2,200
55
$428K 0.3%
790
56
$412K 0.29%
7,720
57
$392K 0.28%
8,125
58
$340K 0.24%
3,300
+20
59
$327K 0.23%
1,111
+6
60
$316K 0.22%
1,414
61
$281K 0.2%
864
+75
62
$279K 0.2%
23,234
+143
63
$233K 0.16%
17,700
+4,000
64
$228K 0.16%
1,680
+630
65
$215K 0.15%
2,080
66
$186K 0.13%
518
67
$184K 0.13%
2,000
68
$184K 0.13%
2,930
+110
69
$184K 0.13%
+10,000
70
$184K 0.13%
2,225
71
$176K 0.12%
725
+150
72
$168K 0.12%
1,520
+740
73
$149K 0.1%
750
74
$144K 0.1%
1,319
-81
75
$133K 0.09%
2,379
1 2
3
4 5