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
$193M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$494K
2
+$314K
3
+$276K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$159K
5
NVO icon
Novo Nordisk
NVO
+$123K

Top Sells

1
+$171K
2
+$157K
3
+$146K
4
HD icon
Home Depot
HD
+$144K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98K

Sector Composition

1 Technology 26.6%
2 Financials 11.74%
3 Consumer Discretionary 7.89%
4 Healthcare 7%
5 Consumer Staples 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28.7K 0.01%
14
102
$27.3K 0.01%
213
103
$25.5K 0.01%
1,088
104
$25.1K 0.01%
500
105
$22K 0.01%
300
+204
106
$21.4K 0.01%
465
107
$19.7K 0.01%
1,000
108
$16.7K 0.01%
1,725
109
$16.5K 0.01%
65
110
$16.4K 0.01%
350
+50
111
$16.1K 0.01%
90
112
$15.1K 0.01%
1,000
113
$14.8K 0.01%
838
114
$13.1K 0.01%
500
115
$12.2K 0.01%
50
116
$11.8K 0.01%
80
117
$11.4K 0.01%
+1,500
118
$10.8K 0.01%
79
119
$10.3K 0.01%
75
120
$9.19K ﹤0.01%
235
121
$8.89K ﹤0.01%
+220
122
$8.58K ﹤0.01%
60
123
$8.45K ﹤0.01%
100
124
$7.29K ﹤0.01%
26
125
$7.02K ﹤0.01%
160
3 4
5
6 7