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
$142M
AUM Growth
-$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$170K
2
+$154K
3
+$128K
4
XOM icon
Exxon Mobil
XOM
+$91.5K
5
VHT icon
Vanguard Health Care ETF
VHT
+$64.7K

Top Sells

1
+$218K
2
+$139K
3
+$138K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$116K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$102K

Sector Composition

1 Technology 22.13%
2 Financials 11.63%
3 Healthcare 8.34%
4 Consumer Discretionary 7.3%
5 Consumer Staples 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20K 0.01%
8,381
102
$17.3K 0.01%
900
103
$17.1K 0.01%
1,000
104
$17K 0.01%
100
+50
105
$16.2K 0.01%
+465
106
$13.5K 0.01%
79
107
$12.3K 0.01%
79
108
$12.1K 0.01%
+500
109
$10.1K 0.01%
18
110
$9.08K 0.01%
200
111
$8.43K 0.01%
190
112
$8.15K 0.01%
3,052
+202
113
$8.06K 0.01%
140
-410
114
$7.35K 0.01%
32
115
$7.02K ﹤0.01%
90
116
$6.79K ﹤0.01%
500
117
$5.18K ﹤0.01%
1,000
118
$4.4K ﹤0.01%
75
119
$4.35K ﹤0.01%
26
120
$3.83K ﹤0.01%
2,392
121
$3.8K ﹤0.01%
3
122
$3.68K ﹤0.01%
200
123
$3.61K ﹤0.01%
540
124
$3.46K ﹤0.01%
+934
125
$2.55K ﹤0.01%
+100
2 3 4
5
6