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
$142M
AUM Growth
-$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$170K
2
+$154K
3
+$128K
4
XOM icon
Exxon Mobil
XOM
+$91.5K
5
VHT icon
Vanguard Health Care ETF
VHT
+$64.7K

Top Sells

1
+$218K
2
+$139K
3
+$138K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$116K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$102K

Sector Composition

1 Technology 22.13%
2 Financials 11.63%
3 Healthcare 8.34%
4 Consumer Discretionary 7.3%
5 Consumer Staples 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$83.9K 0.06%
965
+25
77
$76.6K 0.05%
945
78
$74.9K 0.05%
244
79
$65.8K 0.05%
1,224
80
$63.9K 0.04%
756
81
$63.6K 0.04%
1,275
82
$60.7K 0.04%
840
83
$60.7K 0.04%
676
84
$60.1K 0.04%
220
85
$55K 0.04%
1,305
86
$54.5K 0.04%
+200
87
$51K 0.04%
100
88
$45.2K 0.03%
115
89
$36.8K 0.03%
695
90
$36.3K 0.03%
300
91
$34.8K 0.02%
537
92
$33.3K 0.02%
938
93
$27.4K 0.02%
300
94
$27.1K 0.02%
1,632
+3
95
$26.9K 0.02%
100
96
$23.5K 0.02%
55
97
$22.1K 0.02%
104
98
$22K 0.02%
213
99
$21.9K 0.02%
575
+175
100
$20.3K 0.01%
500
2 3
4
5 6