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
$157M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$961K
2
+$738K
3
+$573K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$500K
5
XOM icon
Exxon Mobil
XOM
+$404K

Top Sells

1
+$1.41M
2
+$845K
3
+$569K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$440K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$316K

Sector Composition

1 Technology 24.31%
2 Financials 11.41%
3 Consumer Discretionary 7.93%
4 Healthcare 7.3%
5 Consumer Staples 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28.8K 0.02%
100
102
$26.1K 0.02%
55
103
$23.8K 0.02%
213
104
$21.6K 0.01%
500
105
$19.4K 0.01%
465
106
$19.3K 0.01%
8,381
107
$18K 0.01%
1,000
108
$17.8K 0.01%
+65
109
$17.8K 0.01%
1,000
+100
110
$15.1K 0.01%
79
111
$12.7K 0.01%
18
112
$12.5K 0.01%
200
113
$12.4K 0.01%
79
114
$11.7K 0.01%
500
115
$10.8K 0.01%
48
+16
116
$10.5K 0.01%
+235
117
$9.71K 0.01%
3,052
118
$8.33K 0.01%
190
119
$8.27K 0.01%
500
120
$8.2K 0.01%
90
121
$8.17K 0.01%
140
122
$6.64K ﹤0.01%
26
123
$6.54K ﹤0.01%
1,000
124
$6.5K ﹤0.01%
+96
125
$6.29K ﹤0.01%
4
+1
2 3 4
5
6