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
$193M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$494K
2
+$314K
3
+$276K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$159K
5
NVO icon
Novo Nordisk
NVO
+$123K

Top Sells

1
+$171K
2
+$157K
3
+$146K
4
HD icon
Home Depot
HD
+$144K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98K

Sector Composition

1 Technology 26.6%
2 Financials 11.74%
3 Consumer Discretionary 7.89%
4 Healthcare 7%
5 Consumer Staples 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$219K 0.11%
570
77
$195K 0.1%
2,000
78
$189K 0.1%
534
79
$171K 0.09%
830
80
$168K 0.09%
965
81
$166K 0.09%
1,677
82
$160K 0.08%
566
83
$101K 0.05%
1,000
84
$98.6K 0.05%
3,407
-165
85
$86K 0.04%
220
86
$84.4K 0.04%
676
87
$83.7K 0.04%
1,305
88
$83.2K 0.04%
865
-80
89
$79.5K 0.04%
1,275
90
$77.2K 0.04%
840
91
$66.7K 0.03%
631
-125
92
$63.8K 0.03%
370
+50
93
$63.5K 0.03%
800
94
$57.1K 0.03%
765
-135
95
$53.1K 0.03%
+1,000
96
$48.5K 0.03%
300
97
$48.4K 0.03%
537
98
$36.5K 0.02%
1,647
+6
99
$32.2K 0.02%
100
100
$29.2K 0.02%
300
2 3
4
5 6