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
$133M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$467K
2
+$387K
3
+$314K
4
XOM icon
Exxon Mobil
XOM
+$215K
5
VHT icon
Vanguard Health Care ETF
VHT
+$149K

Top Sells

1
+$1.2M
2
+$1.03M
3
+$303K
4
CLX icon
Clorox
CLX
+$168K
5
AAPL icon
Apple
AAPL
+$163K

Sector Composition

1 Technology 18.03%
2 Financials 11.64%
3 Healthcare 9.4%
4 Consumer Discretionary 6.29%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$82.1K 0.06%
945
77
$67.3K 0.05%
200
78
$66.4K 0.05%
891
79
$65.1K 0.05%
244
+50
80
$63.8K 0.05%
1,000
81
$61.8K 0.05%
756
82
$61.7K 0.05%
1,275
83
$58.8K 0.04%
1,305
84
$58.3K 0.04%
1,224
-220
85
$58.1K 0.04%
1,427
-365
86
$57.4K 0.04%
840
87
$52.7K 0.04%
220
88
$52.5K 0.04%
200
89
$38.3K 0.03%
537
90
$37.9K 0.03%
350
91
$30.1K 0.02%
300
92
$29.8K 0.02%
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$28.6K 0.02%
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$24.8K 0.02%
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95
$24.2K 0.02%
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96
$22.5K 0.02%
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97
$21K 0.02%
55
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98
$19.9K 0.02%
104
99
$18.5K 0.01%
500
100
$18.1K 0.01%
1,000
2 3
4
5 6