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
76
$127K 0.08%
722
+250
77
$122K 0.08%
1,400
78
$121K 0.08%
6,972
79
$111K 0.07%
+1,750
80
$109K 0.07%
1,315
-910
81
$99K 0.06%
706
82
$90K 0.06%
750
+75
83
$86K 0.06%
+351
84
$85K 0.05%
566
85
$80K 0.05%
765
-5
86
$77K 0.05%
1,444
87
$75K 0.05%
1,305
88
$69K 0.04%
1,275
89
$69K 0.04%
300
90
$69K 0.04%
475
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91
$68K 0.04%
840
92
$62K 0.04%
1,000
93
$52K 0.03%
469
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94
$49K 0.03%
200
95
$48K 0.03%
220
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96
$48K 0.03%
2,500
97
$45K 0.03%
2,650
98
$32K 0.02%
537
99
$26K 0.02%
+30
100
$26K 0.02%
60
2 3
4
5 6