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
$133M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$467K
2
+$387K
3
+$314K
4
XOM icon
Exxon Mobil
XOM
+$215K
5
VHT icon
Vanguard Health Care ETF
VHT
+$149K

Top Sells

1
+$1.2M
2
+$1.03M
3
+$303K
4
CLX icon
Clorox
CLX
+$168K
5
AAPL icon
Apple
AAPL
+$163K

Sector Composition

1 Technology 18.03%
2 Financials 11.64%
3 Healthcare 9.4%
4 Consumer Discretionary 6.29%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13.7K 0.01%
79
102
$13.4K 0.01%
79
103
$8.99K 0.01%
90
104
$8.64K 0.01%
263
105
$8.13K 0.01%
200
+150
106
$7.76K 0.01%
500
107
$7.37K 0.01%
900
-10
108
$7.31K 0.01%
+32
109
$7.02K 0.01%
450
-1,800
110
$6.99K 0.01%
18
111
$6.9K 0.01%
+100
112
$6.64K 0.01%
190
113
$4.96K ﹤0.01%
2,850
114
$4.09K ﹤0.01%
1,000
115
$3.67K ﹤0.01%
75
116
$3.06K ﹤0.01%
540
117
$2.99K ﹤0.01%
2,392
118
$2.74K ﹤0.01%
26
119
$2.4K ﹤0.01%
100
120
$2.1K ﹤0.01%
24
121
$1.46K ﹤0.01%
60
122
$864 ﹤0.01%
200
123
$806 ﹤0.01%
100
124
$769 ﹤0.01%
83
125
$10 ﹤0.01%
1
3 4
5
6 7