MWA
Moser Wealth Advisors Portfolio holdings
AUM
$208M
This Quarter Return
-14.3%
1 Year Return
+14.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$86.1M
AUM Growth
+$86.1M
(-17%)
Cap. Flow
-$1.27M
Cap. Flow
% of AUM
-1.47%
Top 10 Holdings %
Top 10 Hldgs %
60.19%
Holding
143
New
2
Increased
33
Reduced
19
Closed
21
Top Buys
| 1 |
AbbVie
ABBV
|
$383K |
| 2 |
First Trust Preferred Securities and Income ETF
FPE
|
$369K |
| 3 |
Stryker
SYK
|
$354K |
| 4 |
Amazon
AMZN
|
$322K |
| 5 |
Visa
V
|
$165K |
Top Sells
| 1 |
Clorox
CLX
|
$748K |
| 2 |
General Mills
GIS
|
$619K |
| 3 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$291K |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$291K |
| 5 |
SPDR Gold Trust
GLD
|
$284K |
Sector Composition
| 1 | Technology | 17.54% |
| 2 | Consumer Discretionary | 12.94% |
| 3 | Financials | 10.27% |
| 4 | Healthcare | 9.44% |
| 5 | Consumer Staples | 2.35% |
