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
$155M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$719K
2
+$566K
3
+$539K
4
MSFT icon
Microsoft
MSFT
+$520K
5
GS icon
Goldman Sachs
GS
+$366K

Top Sells

1
+$1.56M
2
+$856K
3
+$392K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$179K
5
NVS icon
Novartis
NVS
+$139K

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 10.84%
3 Financials 10.58%
4 Healthcare 8.21%
5 Consumer Staples 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$558K 0.36%
2,350
52
$557K 0.36%
2,383
53
$496K 0.32%
2,200
54
$484K 0.31%
1,054
+190
55
$479K 0.31%
1,645
+920
56
$477K 0.31%
780
-10
57
$476K 0.31%
6,115
-294
58
$403K 0.26%
3,300
59
$398K 0.26%
1,146
+35
60
$366K 0.24%
+965
61
$364K 0.23%
6,820
-900
62
$361K 0.23%
2,470
+950
63
$342K 0.22%
1,414
64
$324K 0.21%
813
+295
65
$301K 0.19%
23,950
+6,250
66
$298K 0.19%
23,372
+138
67
$294K 0.19%
2,035
+355
68
$261K 0.17%
2,080
69
$204K 0.13%
2,000
70
$193K 0.12%
2,933
+3
71
$181K 0.12%
750
72
$152K 0.1%
260
73
$152K 0.1%
3,872
+400
74
$152K 0.1%
8,381
-1,619
75
$150K 0.1%
2,379
1 2
3
4 5