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
$149M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$12.9M
3 +$9.58M
4
AMZN icon
Amazon
AMZN
+$8.28M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$7.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.22%
2 Financials 11%
3 Healthcare 8.13%
4 Consumer Discretionary 7.24%
5 Consumer Staples 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.48K ﹤0.01%
+62
127
$445 ﹤0.01%
+83