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
$142M
AUM Growth
+$6.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$940K
2
+$863K
3
+$486K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$416K
5
TLRY icon
Tilray
TLRY
+$235K

Top Sells

1
+$539K
2
+$86.6K
3
+$83.3K
4
WBD icon
Warner Bros
WBD
+$79.9K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$75.9K

Sector Composition

1 Technology 17.8%
2 Consumer Discretionary 10.54%
3 Financials 10.5%
4 Healthcare 8.15%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3K ﹤0.01%
+21
127
$3K ﹤0.01%
+15
128
$2K ﹤0.01%
+16
129
$2K ﹤0.01%
+17
130
$2K ﹤0.01%
136
131
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+17
132
$2K ﹤0.01%
+20
133
$2K ﹤0.01%
+28
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$2K ﹤0.01%
+9
135
$2K ﹤0.01%
+14
136
$2K ﹤0.01%
+32
137
$2K ﹤0.01%
+30
138
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+47
139
$2K ﹤0.01%
+32
140
$2K ﹤0.01%
+33
141
$2K ﹤0.01%
+11
142
$2K ﹤0.01%
20
143
$2K ﹤0.01%
+33
144
$2K ﹤0.01%
+48
145
$2K ﹤0.01%
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146
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+20
147
$2K ﹤0.01%
+5
148
$2K ﹤0.01%
+16
149
$2K ﹤0.01%
60
-60
150
$2K ﹤0.01%
95
+29
3 4 5
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