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
$184M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$272K
2
+$255K
3
+$246K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$241K
5
VTV icon
Vanguard Value ETF
VTV
+$229K

Top Sells

1
+$610K
2
+$455K
3
+$347K
4
AMZN icon
Amazon
AMZN
+$245K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$218K

Sector Composition

1 Technology 27.68%
2 Financials 11.1%
3 Consumer Discretionary 8.53%
4 Healthcare 6.86%
5 Consumer Staples 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$34.4K 0.02%
1,641
102
$33.7K 0.02%
1,088
103
$31.2K 0.02%
100
104
$29.9K 0.02%
55
105
$28.1K 0.02%
465
106
$25.3K 0.01%
213
107
$25.2K 0.01%
500
108
$24.6K 0.01%
+300
109
$23.4K 0.01%
300
110
$23K 0.01%
14
111
$18.8K 0.01%
1,000
112
$16.2K 0.01%
300
+100
113
$15.7K 0.01%
65
114
$14.2K 0.01%
90
115
$13.9K 0.01%
838
116
$12.5K 0.01%
80
117
$10.8K 0.01%
79
118
$10.8K 0.01%
50
-29
119
$10.4K 0.01%
235
120
$10.4K 0.01%
1,000
121
$9.96K 0.01%
26
122
$9.82K 0.01%
+60
123
$8.48K ﹤0.01%
1,150
124
$8.12K ﹤0.01%
140
125
$7.66K ﹤0.01%
75
-15
3 4
5
6 7