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
$157M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$961K
2
+$738K
3
+$573K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$500K
5
XOM icon
Exxon Mobil
XOM
+$404K

Top Sells

1
+$1.41M
2
+$845K
3
+$569K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$440K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$316K

Sector Composition

1 Technology 24.31%
2 Financials 11.41%
3 Consumer Discretionary 7.93%
4 Healthcare 7.3%
5 Consumer Staples 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$134K 0.09%
225
+125
77
$133K 0.08%
830
-100
78
$114K 0.07%
1,249
-135
79
$111K 0.07%
+1,800
80
$103K 0.07%
3,572
81
$100K 0.06%
965
82
$97.4K 0.06%
+520
83
$92.8K 0.06%
1,200
84
$92.6K 0.06%
264
+20
85
$85.3K 0.05%
945
86
$71K 0.05%
756
87
$70.7K 0.05%
1,275
88
$66.5K 0.04%
840
89
$65K 0.04%
220
90
$65K 0.04%
1,305
91
$63K 0.04%
676
92
$62.2K 0.04%
200
93
$50.6K 0.03%
350
+250
94
$47.1K 0.03%
938
95
$44.1K 0.03%
681
-14
96
$40.4K 0.03%
300
97
$37.7K 0.02%
537
98
$35.9K 0.02%
825
+250
99
$30.4K 0.02%
1,638
+6
100
$28.8K 0.02%
300
2 3
4
5 6