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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$8.2M
3
+$7.62M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.4M
5
MSFT icon
Microsoft
MSFT
+$7.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16%
2 Consumer Discretionary 10.97%
3 Financials 10.09%
4 Healthcare 7.92%
5 Consumer Staples 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11K 0.01%
+135
127
$10K 0.01%
+46
128
$10K 0.01%
+500
129
$9K 0.01%
+190
130
$7K 0.01%
+117
131
$7K 0.01%
+272
132
$5K ﹤0.01%
+100
133
$5K ﹤0.01%
+33
134
$4K ﹤0.01%
+115
135
$3K ﹤0.01%
+50
136
$2K ﹤0.01%
+21
137
$1K ﹤0.01%
+20
138
$1K ﹤0.01%
+5
139
$1K ﹤0.01%
+200
140
$1K ﹤0.01%
+1,000
141
$0 ﹤0.01%
+4
2 3 4 5
6