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
$142M
AUM Growth
+$6.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$794K
3
+$483K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$389K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$213K

Top Sells

1
+$539K
2
+$83.7K
3
+$82.5K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$77.6K
5
WBD icon
Warner Bros
WBD
+$69.6K

Sector Composition

1 Technology 17.8%
2 Consumer Discretionary 10.54%
3 Financials 10.5%
4 Healthcare 8.15%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13K 0.01%
200
102
$13K 0.01%
79
103
$12K 0.01%
500
104
$11K 0.01%
217
105
$10K 0.01%
40
106
$10K 0.01%
190
107
$10K 0.01%
+1,000
108
$9K 0.01%
+88
109
$8K 0.01%
+92
110
$8K 0.01%
83
111
$8K 0.01%
+127
112
$7K ﹤0.01%
33
113
$7K ﹤0.01%
+101
114
$6K ﹤0.01%
+55
115
$6K ﹤0.01%
+320
116
$6K ﹤0.01%
+55
117
$6K ﹤0.01%
89
118
$5K ﹤0.01%
+90
119
$5K ﹤0.01%
20
120
$5K ﹤0.01%
100
121
$5K ﹤0.01%
+29
122
$4K ﹤0.01%
+17
123
$4K ﹤0.01%
294
124
$3K ﹤0.01%
100
125
$3K ﹤0.01%
+92
3 4
5
6 7