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
$86.1M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$383K
2
+$369K
3
+$354K
4
AMZN icon
Amazon
AMZN
+$322K
5
V icon
Visa
V
+$165K

Top Sells

1
+$748K
2
+$619K
3
+$291K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$291K
5
GLD icon
SPDR Gold Trust
GLD
+$284K

Sector Composition

1 Technology 17.54%
2 Consumer Discretionary 12.94%
3 Financials 10.27%
4 Healthcare 9.44%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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