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
$155M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$719K
2
+$566K
3
+$539K
4
MSFT icon
Microsoft
MSFT
+$520K
5
GS icon
Goldman Sachs
GS
+$366K

Top Sells

1
+$1.56M
2
+$856K
3
+$392K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$179K
5
NVS icon
Novartis
NVS
+$139K

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 10.84%
3 Financials 10.58%
4 Healthcare 8.21%
5 Consumer Staples 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25K 0.02%
1,000
102
$23K 0.01%
500
103
$21K 0.01%
+500
104
$17K 0.01%
+561
105
$17K 0.01%
1,000
106
$16K 0.01%
79
107
$15K 0.01%
217
108
$15K 0.01%
300
109
$14K 0.01%
500
110
$13K 0.01%
100
111
$13K 0.01%
+450
112
$11K 0.01%
190
113
$10K 0.01%
+2,392
114
$10K 0.01%
40
115
$8K 0.01%
33
116
$8K 0.01%
83
117
$8K 0.01%
92
118
$7K ﹤0.01%
+52
119
$6K ﹤0.01%
100
120
$6K ﹤0.01%
+125
121
$6K ﹤0.01%
55
122
$6K ﹤0.01%
+100
123
$6K ﹤0.01%
55
124
$6K ﹤0.01%
+100
125
$5K ﹤0.01%
100
3 4
5
6 7