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
$157M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$961K
2
+$738K
3
+$573K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$500K
5
XOM icon
Exxon Mobil
XOM
+$404K

Top Sells

1
+$1.41M
2
+$845K
3
+$569K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$440K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$316K

Sector Composition

1 Technology 24.31%
2 Financials 11.41%
3 Consumer Discretionary 7.93%
4 Healthcare 7.3%
5 Consumer Staples 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.62K ﹤0.01%
+51
127
$4.39K ﹤0.01%
75
128
$3.75K ﹤0.01%
540
129
$3.61K ﹤0.01%
2,392
130
$3.2K ﹤0.01%
934
131
$3.02K ﹤0.01%
500
132
$2.87K ﹤0.01%
100
133
$2.01K ﹤0.01%
24
134
$1.96K ﹤0.01%
100
135
$1.8K ﹤0.01%
200
136
$1.53K ﹤0.01%
64
+2
137
$1.19K ﹤0.01%
806
138
$613 ﹤0.01%
13
139
$397 ﹤0.01%
83
140
$255 ﹤0.01%
125
141
$208 ﹤0.01%
+34
142
– –
-100
143
– –
-1,224
144
– –
-200
145
– –
-6,665
2 3 4 5
6