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
$192M
AUM Growth
-$708K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1 +$344K
2 +$263K
3 +$217K
4
VTV icon
Vanguard Value ETF
VTV
+$177K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$158K

Top Sells

1 +$615K
2 +$499K
3 +$419K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$279K
5
AMZN icon
Amazon
AMZN
+$275K

Sector Composition

1 Technology 26.99%
2 Financials 12.43%
3 Consumer Discretionary 8.81%
4 Healthcare 6.24%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$27.2K 0.01%
213
102
$26.1K 0.01%
100
103
$22.1K 0.01%
+125
104
$21.8K 0.01%
300
105
$20.5K 0.01%
465
106
$19.2K 0.01%
1,000
107
$19.1K 0.01%
18
108
$17.9K 0.01%
250
+150
109
$14K 0.01%
1,000
110
$13.8K 0.01%
350
111
$12.1K 0.01%
50
112
$12.1K 0.01%
1,500
113
$11.6K 0.01%
80
114
$11.1K 0.01%
8,381
115
$10.6K 0.01%
500
116
$9.96K 0.01%
79
117
$9.68K 0.01%
75
118
$9.66K 0.01%
1,450
-275
119
$9.25K ﹤0.01%
75
+15
120
$9.14K ﹤0.01%
+300
121
$8.9K ﹤0.01%
26
122
$8.14K ﹤0.01%
235
123
$7.64K ﹤0.01%
135
124
$7.5K ﹤0.01%
220
125
$7.09K ﹤0.01%
75