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
-$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$170K
2
+$154K
3
+$128K
4
XOM icon
Exxon Mobil
XOM
+$91.5K
5
VHT icon
Vanguard Health Care ETF
VHT
+$64.7K

Top Sells

1
+$218K
2
+$139K
3
+$138K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$116K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$102K

Sector Composition

1 Technology 22.13%
2 Financials 11.63%
3 Healthcare 8.34%
4 Consumer Discretionary 7.3%
5 Consumer Staples 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.17K ﹤0.01%
24
127
$1.9K ﹤0.01%
+500
128
$1.55K ﹤0.01%
200
129
$1.49K ﹤0.01%
62
130
$1.37K ﹤0.01%
100
131
$1.26K ﹤0.01%
100
132
$1.12K ﹤0.01%
+806
133
$487 ﹤0.01%
83
134
$450 ﹤0.01%
+13
135
$448 ﹤0.01%
+125
136
– –
-2,090
2 3 4 5
6