MWA
Moser Wealth Advisors Portfolio holdings
AUM
$208M
This Quarter Return
+10.18%
1 Year Return
+14.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
(+7.9%)
Cap. Flow
-$1.89M
Cap. Flow
% of AUM
-1.39%
Top 10 Holdings %
Top 10 Hldgs %
55.67%
Holding
126
New
6
Increased
36
Reduced
28
Closed
6
Top Buys
| 1 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$1.11M |
| 2 |
Alibaba
BABA
|
$623K |
| 3 |
Schwab US TIPS ETF
SCHP
|
$286K |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$199K |
| 5 |
PepsiCo
PEP
|
$189K |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.55M |
| 2 |
Amazon
AMZN
|
$944K |
| 3 |
Apple
AAPL
|
$735K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$330K |
| 5 |
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% |