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
$157M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$961K
2
+$738K
3
+$573K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$500K
5
XOM icon
Exxon Mobil
XOM
+$404K

Top Sells

1
+$1.41M
2
+$845K
3
+$569K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$440K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$316K

Sector Composition

1 Technology 24.31%
2 Financials 11.41%
3 Consumer Discretionary 7.93%
4 Healthcare 7.3%
5 Consumer Staples 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$569K 0.36%
14,108
-3,240
52
$558K 0.36%
2,614
+287
53
$539K 0.34%
2,315
54
$519K 0.33%
4,765
55
$473K 0.3%
3,103
-175
56
$451K 0.29%
1,273
+61
57
$439K 0.28%
3,965
-1,965
58
$415K 0.27%
5,368
+112
59
$407K 0.26%
6,635
+980
60
$391K 0.25%
808
-100
61
$337K 0.22%
+7,043
62
$329K 0.21%
4,775
+1,500
63
$316K 0.2%
4,082
-34
64
$309K 0.2%
2,190
+50
65
$301K 0.19%
+1,212
66
$253K 0.16%
964
+56
67
$235K 0.15%
538
+423
68
$230K 0.15%
27,209
+290
69
$202K 0.13%
3,490
+6
70
$189K 0.12%
325
71
$185K 0.12%
779
+675
72
$177K 0.11%
2,000
73
$147K 0.09%
1,854
-238
74
$146K 0.09%
1,630
-411
75
$145K 0.09%
12,739
-1,500
1 2
3
4 5