MWA
Moser Wealth Advisors Portfolio holdings
AUM
$208M
This Quarter Return
+7.36%
1 Year Return
+14.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(+9.1%)
Cap. Flow
+$3.27M
Cap. Flow
% of AUM
2.1%
Top 10 Holdings %
Top 10 Hldgs %
52.91%
Holding
175
New
13
Increased
48
Reduced
21
Closed
37
Top Buys
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
$719K |
| 2 |
Schwab US TIPS ETF
SCHP
|
$566K |
| 3 |
Abbott
ABT
|
$539K |
| 4 |
Microsoft
MSFT
|
$520K |
| 5 |
Goldman Sachs
GS
|
$366K |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.56M |
| 2 |
Apple
AAPL
|
$856K |
| 3 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$392K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$179K |
| 5 |
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% |
