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
$136M
AUM Growth
+$9.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$623K
3 +$286K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$199K
5
PEP icon
PepsiCo
PEP
+$189K

Top Sells

1 +$2.55M
2 +$944K
3 +$735K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$330K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$182K

Sector Composition

1 Technology 18.26%
2 Consumer Discretionary 11.17%
3 Financials 10.29%
4 Healthcare 8.34%
5 Consumer Staples 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-200