MWA
Moser Wealth Advisors Portfolio holdings
AUM
$208M
This Quarter Return
+11.8%
1 Year Return
+14.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$157M
AUM Growth
+$157M
(+10%)
Cap. Flow
-$1.58M
Cap. Flow
% of AUM
-1.01%
Top 10 Holdings %
Top 10 Hldgs %
55.2%
Holding
145
New
10
Increased
33
Reduced
42
Closed
4
Top Buys
| 1 |
Microsoft
MSFT
|
$961K |
| 2 |
Amazon
AMZN
|
$738K |
| 3 |
Novo Nordisk
NVO
|
$573K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$500K |
| 5 |
Exxon Mobil
XOM
|
$404K |
Top Sells
| 1 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$1.41M |
| 2 |
Home Depot
HD
|
$845K |
| 3 |
Schwab US TIPS ETF
SCHP
|
$569K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$440K |
| 5 |
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% |
