MWA

Moser Wealth Advisors Portfolio holdings

AUM $208M
1-Year Est. Return 14.21%
This Fund
S&P 500
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
+$432K
2
+$428K
3
+$415K
4
AMZN icon
Amazon
AMZN
+$319K
5
V icon
Visa
V
+$193K

Top Sells

1
+$748K
2
+$623K
3
+$370K
4
AAPL icon
Apple
AAPL
+$293K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$291K

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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