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
$155M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$717K
2
+$561K
3
+$542K
4
MSFT icon
Microsoft
MSFT
+$488K
5
GS icon
Goldman Sachs
GS
+$345K

Top Sells

1
+$1.56M
2
+$810K
3
+$392K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$180K
5
NVS icon
Novartis
NVS
+$136K

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 10.84%
3 Financials 10.58%
4 Healthcare 8.21%
5 Consumer Staples 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5K ﹤0.01%
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+49
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3
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