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

Top Buys

1 +$1.18M
2 +$743K
3 +$283K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$200K
5
HD icon
Home Depot
HD
+$183K

Top Sells

1 +$2.57M
2 +$926K
3 +$666K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$308K
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
-1,155