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
$86.1M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1 +$383K
2 +$369K
3 +$354K
4
AMZN icon
Amazon
AMZN
+$322K
5
V icon
Visa
V
+$165K

Top Sells

1 +$748K
2 +$619K
3 +$291K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$291K
5
GLD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$14K 0.02%
55
102
$12K 0.01%
225
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$12K 0.01%
100
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$11K 0.01%
200
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$11K 0.01%
100
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$10K 0.01%
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$9K 0.01%
83
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$9K 0.01%
46
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$9K 0.01%
300
-7,574
110
$9K 0.01%
1,347
111
$7K 0.01%
190
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$7K 0.01%
274
+2
113
$6K 0.01%
1,870
114
$6K 0.01%
500
115
$5K 0.01%
117
116
$5K 0.01%
33
117
$3K ﹤0.01%
115
118
$2K ﹤0.01%
50
119
$1K ﹤0.01%
100
120
$1K ﹤0.01%
20
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$1K ﹤0.01%
1,000
122
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123
-650
124
-4,874
125
-500