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
$133M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$467K
2
+$387K
3
+$314K
4
XOM icon
Exxon Mobil
XOM
+$215K
5
VHT icon
Vanguard Health Care ETF
VHT
+$149K

Top Sells

1
+$1.2M
2
+$1.03M
3
+$303K
4
CLX icon
Clorox
CLX
+$168K
5
AAPL icon
Apple
AAPL
+$163K

Sector Composition

1 Technology 18.03%
2 Financials 11.64%
3 Healthcare 9.4%
4 Consumer Discretionary 6.29%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$479K 0.36%
2,350
52
$477K 0.36%
4,329
+1,950
53
$476K 0.36%
5,161
-800
54
$424K 0.32%
2,311
55
$378K 0.29%
4,285
56
$367K 0.28%
4,166
-946
57
$275K 0.21%
3,193
-125
58
$269K 0.2%
1,278
-250
59
$265K 0.2%
3,714
+123
60
$220K 0.17%
689
-100
61
$212K 0.16%
26,136
+241
62
$208K 0.16%
3,313
+254
63
$204K 0.15%
2,300
64
$194K 0.15%
3,355
-20,825
65
$192K 0.14%
5,535
+175
66
$188K 0.14%
3,672
67
$185K 0.14%
19,554
-15,700
68
$165K 0.12%
2,000
69
$146K 0.11%
1,212
-21
70
$136K 0.1%
2,627
+5
71
$129K 0.1%
1,851
-100
72
$127K 0.1%
1,527
+100
73
$110K 0.08%
300
74
$90.2K 0.07%
1,200
+200
75
$87.5K 0.07%
625
1 2
3
4 5