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
$193M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$494K
2
+$314K
3
+$276K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$159K
5
NVO icon
Novo Nordisk
NVO
+$123K

Top Sells

1
+$171K
2
+$157K
3
+$146K
4
HD icon
Home Depot
HD
+$144K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98K

Sector Composition

1 Technology 26.6%
2 Financials 11.74%
3 Consumer Discretionary 7.89%
4 Healthcare 7%
5 Consumer Staples 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$652K 0.34%
1,111
+95
52
$631K 0.33%
2,326
53
$620K 0.32%
2,614
54
$602K 0.31%
2,280
-35
55
$579K 0.3%
6,558
+814
56
$574K 0.3%
11,645
-400
57
$574K 0.3%
6,847
-255
58
$564K 0.29%
7,227
-50
59
$553K 0.29%
1,758
-25
60
$512K 0.27%
4,505
61
$510K 0.26%
9,983
-3,350
62
$499K 0.26%
3,202
-175
63
$448K 0.23%
3,965
64
$421K 0.22%
6,265
+153
65
$403K 0.21%
455
+130
66
$400K 0.21%
2,390
67
$390K 0.2%
6,025
+100
68
$342K 0.18%
660
+60
69
$277K 0.14%
2,925
+146
70
$269K 0.14%
2,537
-825
71
$260K 0.13%
1,000
72
$248K 0.13%
4,025
+512
73
$245K 0.13%
465
-73
74
$241K 0.12%
28,081
+303
75
$226K 0.12%
3,497
+2
1 2
3
4 5