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
$179M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.71M
3
+$1.03M
4
NVO icon
Novo Nordisk
NVO
+$720K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$350K

Top Sells

1
+$473K
2
+$368K
3
+$358K
4
GILD icon
Gilead Sciences
GILD
+$229K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$196K

Sector Composition

1 Technology 25.19%
2 Financials 11.78%
3 Consumer Discretionary 8.56%
4 Healthcare 7.12%
5 Consumer Staples 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.32K ﹤0.01%
+135
127
$6.63K ﹤0.01%
+50
128
$5.57K ﹤0.01%
+91
129
$5.47K ﹤0.01%
500
130
$5.12K ﹤0.01%
75
131
$4.82K ﹤0.01%
3,052
132
$4.3K ﹤0.01%
806
133
$4.17K ﹤0.01%
+72
134
$3.82K ﹤0.01%
+20
135
$3.4K ﹤0.01%
540
136
$3.02K ﹤0.01%
+72
137
$2.87K ﹤0.01%
2,392
138
$2.72K ﹤0.01%
934
139
$2.71K ﹤0.01%
100
140
$2.27K ﹤0.01%
24
141
$2.07K ﹤0.01%
+481
142
$1.53K ﹤0.01%
64
143
$1.45K ﹤0.01%
500
144
$1.32K ﹤0.01%
100
145
$1K ﹤0.01%
200
146
$390 ﹤0.01%
125
147
$370 ﹤0.01%
13
148
$364 ﹤0.01%
83
149
$126 ﹤0.01%
34
150
$87 ﹤0.01%
+4
3 4 5
6
7