MWA
Moser Wealth Advisors Portfolio holdings
AUM
$208M
This Quarter Return
+9.27%
1 Year Return
+14.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.51%
Holding
141
New
141
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$8.58M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$8.2M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$7.62M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$7.4M |
| 5 |
Microsoft
MSFT
|
$7.16M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16% |
| 2 | Consumer Discretionary | 10.97% |
| 3 | Financials | 10.09% |
| 4 | Healthcare | 7.92% |
| 5 | Consumer Staples | 3.6% |
