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

Top Buys

1
+$942K
2
+$794K
3
+$483K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$389K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$213K

Top Sells

1
+$539K
2
+$83.7K
3
+$82.5K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$77.6K
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$69.6K

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%
+31
131
$2K ﹤0.01%
+17
132
$2K ﹤0.01%
136
133
$2K ﹤0.01%
+17
134
$2K ﹤0.01%
+20
135
$2K ﹤0.01%
+28
136
$2K ﹤0.01%
+9
137
$2K ﹤0.01%
+14
138
$2K ﹤0.01%
+32
139
$2K ﹤0.01%
+30
140
$2K ﹤0.01%
+47
141
$2K ﹤0.01%
+32
142
$2K ﹤0.01%
+33
143
$2K ﹤0.01%
+11
144
$2K ﹤0.01%
20
145
$2K ﹤0.01%
+33
146
$2K ﹤0.01%
+48
147
$2K ﹤0.01%
+23
148
$2K ﹤0.01%
+20
149
$2K ﹤0.01%
+5
150
$2K ﹤0.01%
+16
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