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
$86.1M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$383K
2
+$369K
3
+$354K
4
AMZN icon
Amazon
AMZN
+$322K
5
V icon
Visa
V
+$165K

Top Sells

1
+$748K
2
+$619K
3
+$291K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$291K
5
GLD icon
SPDR Gold Trust
GLD
+$284K

Sector Composition

1 Technology 17.54%
2 Consumer Discretionary 12.94%
3 Financials 10.27%
4 Healthcare 9.44%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37K 0.04%
1,275
77
$37K 0.04%
840
78
$36K 0.04%
981
79
$35K 0.04%
400
80
$35K 0.04%
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81
$34K 0.04%
1,000
82
$31K 0.04%
1,155
83
$31K 0.04%
10,000
84
$29K 0.03%
300
85
$29K 0.03%
537
86
$28K 0.03%
633
87
$26K 0.03%
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88
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750
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89
$26K 0.03%
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90
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$23K 0.03%
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93
$21K 0.02%
400
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94
$21K 0.02%
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95
$20K 0.02%
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96
$19K 0.02%
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98
$17K 0.02%
1,428
99
$14K 0.02%
3,530
100
$14K 0.02%
1,000
2 3
4
5 6