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
$105M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$1.56M
2 +$1.42M
3 +$417K
4
MRK icon
Merck
MRK
+$221K
5
MO icon
Altria Group
MO
+$201K

Top Sells

1 +$866K
2 +$632K
3 +$332K
4
SBUX icon
Starbucks
SBUX
+$331K
5
Z icon
Zillow
Z
+$299K

Sector Composition

1 Technology 18.84%
2 Consumer Discretionary 13.75%
3 Financials 10.09%
4 Healthcare 9.14%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-953
127
$0 ﹤0.01%
200
128
-1,000