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
$184M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$272K
2
+$255K
3
+$246K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$241K
5
VTV icon
Vanguard Value ETF
VTV
+$229K

Top Sells

1
+$610K
2
+$455K
3
+$347K
4
AMZN icon
Amazon
AMZN
+$245K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$218K

Sector Composition

1 Technology 27.68%
2 Financials 11.1%
3 Consumer Discretionary 8.53%
4 Healthcare 6.86%
5 Consumer Staples 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.29K ﹤0.01%
160
+112
127
$7.13K ﹤0.01%
96
128
$7.08K ﹤0.01%
+100
129
$6.71K ﹤0.01%
500
130
$5.8K ﹤0.01%
500
131
$5.79K ﹤0.01%
91
132
$5.61K ﹤0.01%
135
133
$4.52K ﹤0.01%
75
134
$4.28K ﹤0.01%
72
135
$3.78K ﹤0.01%
3,052
136
$3.46K ﹤0.01%
20
137
$2.99K ﹤0.01%
2,392
138
$2.97K ﹤0.01%
72
139
$2.9K ﹤0.01%
100
140
$1.97K ﹤0.01%
400
-140
141
$1.79K ﹤0.01%
806
142
$1.62K ﹤0.01%
481
143
$1.56K ﹤0.01%
934
144
$1.54K ﹤0.01%
64
145
$1.19K ﹤0.01%
100
146
$1.14K ﹤0.01%
200
147
$952 ﹤0.01%
+18
148
$456 ﹤0.01%
125
149
$383 ﹤0.01%
83
150
$169 ﹤0.01%
34
3 4 5
6
7