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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.9M
3
+$9.58M
4
AMZN icon
Amazon
AMZN
+$8.28M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$7.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.22%
2 Financials 11%
3 Healthcare 8.13%
4 Consumer Discretionary 7.24%
5 Consumer Staples 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20K 0.01%
+500
102
$18.1K 0.01%
+1,000
103
$14.2K 0.01%
+900
104
$14.2K 0.01%
+79
105
$14.1K 0.01%
+79
106
$13.1K 0.01%
+8,381
107
$11.2K 0.01%
+200
108
$11.2K 0.01%
+50
109
$10.1K 0.01%
+18
110
$7.89K 0.01%
+190
111
$7.51K 0.01%
+90
112
$7.21K ﹤0.01%
+500
113
$6.63K ﹤0.01%
+32
114
$5.93K ﹤0.01%
+2,850
115
$5.67K ﹤0.01%
+75
116
$5.49K ﹤0.01%
+200
117
$5.19K ﹤0.01%
+2,392
118
$4.32K ﹤0.01%
+540
119
$3.82K ﹤0.01%
+26
120
$3.78K ﹤0.01%
+1,000
121
$3.55K ﹤0.01%
+3
122
$1.95K ﹤0.01%
+24
123
$1.94K ﹤0.01%
+200
124
$1.88K ﹤0.01%
+100
125
$1.79K ﹤0.01%
+100
2 3 4
5
6