MWA
Moser Wealth Advisors Portfolio holdings
AUM
$208M
This Quarter Return
-1.07%
1 Year Return
+14.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
+$156M
(+0.69%)
Cap. Flow
+$4.58M
Cap. Flow
% of AUM
2.93%
Top 10 Holdings %
Top 10 Hldgs %
54.16%
Holding
149
New
11
Increased
50
Reduced
20
Closed
7
Top Buys
| 1 |
Microsoft
MSFT
|
$1.92M |
| 2 |
NVIDIA
NVDA
|
$1.4M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$383K |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$363K |
| 5 |
XYZ
Block, Inc.
XYZ
|
$287K |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.2M |
| 2 |
Align Technology
ALGN
|
$456K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$95.5K |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$86.5K |
| 5 |
Merck
MRK
|
$60.1K |
Sector Composition
| 1 | Technology | 21.23% |
| 2 | Financials | 10.46% |
| 3 | Consumer Discretionary | 10.29% |
| 4 | Healthcare | 7.91% |
| 5 | Consumer Staples | 3.31% |
