MWA

Moser Wealth Advisors Portfolio holdings

AUM $208M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$481K
2
+$304K
3
+$271K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$161K
5
NVO icon
Novo Nordisk
NVO
+$138K

Top Sells

1
+$169K
2
+$157K
3
+$140K
4
HD icon
Home Depot
HD
+$129K
5
AAPL icon
Apple
AAPL
+$93.8K

Sector Composition

1 Technology 26.6%
2 Financials 11.74%
3 Consumer Discretionary 7.89%
4 Healthcare 7%
5 Consumer Staples 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.99K ﹤0.01%
135
127
$6.54K ﹤0.01%
91
128
$5.82K ﹤0.01%
75
129
$5.61K ﹤0.01%
500
130
$3.56K ﹤0.01%
2,392
131
$2.42K ﹤0.01%
100
132
$2.27K ﹤0.01%
300
-850
133
$2.15K ﹤0.01%
806
134
$1.59K ﹤0.01%
64
135
$1.47K ﹤0.01%
200
136
$1.37K ﹤0.01%
481
137
$1.25K ﹤0.01%
18
138
$918 ﹤0.01%
934
139
$785 ﹤0.01%
125
140
$155 ﹤0.01%
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