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
$165M
AUM Growth
+$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$365K
2
+$195K
3
+$174K
4
GS icon
Goldman Sachs
GS
+$151K
5
PEP icon
PepsiCo
PEP
+$108K

Top Sells

1
+$2.75M
2
+$661K
3
+$575K
4
AMZN icon
Amazon
AMZN
+$467K
5
GILD icon
Gilead Sciences
GILD
+$254K

Sector Composition

1 Technology 22.5%
2 Financials 10.17%
3 Consumer Discretionary 10%
4 Healthcare 8.06%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$31K 0.02%
2,250
102
$28K 0.02%
60
103
$24K 0.01%
1,000
104
$22K 0.01%
500
105
$18K 0.01%
44
106
$17K 0.01%
79
107
$16K 0.01%
100
108
$14K 0.01%
79
109
$14K 0.01%
15
-15
110
$13K 0.01%
500
111
$13K 0.01%
90
+60
112
$12K 0.01%
2,392
113
$11K 0.01%
44
+15
114
$11K 0.01%
70
+30
115
$10K 0.01%
190
116
$10K 0.01%
615
+500
117
$10K 0.01%
450
118
$10K 0.01%
217
119
$10K 0.01%
30
120
$10K 0.01%
1,000
121
$8K ﹤0.01%
33
122
$7K ﹤0.01%
200
+100
123
$7K ﹤0.01%
70
124
$5K ﹤0.01%
150
125
$5K ﹤0.01%
83
2 3 4
5
6