MWA
Moser Wealth Advisors Portfolio holdings
AUM
$208M
This Quarter Return
+1.49%
1 Year Return
+14.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$192M
AUM Growth
+$192M
(-0.37%)
Cap. Flow
+$120K
Cap. Flow
% of AUM
0.06%
Top 10 Holdings %
Top 10 Hldgs %
56.95%
Holding
143
New
3
Increased
29
Reduced
42
Closed
7
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$1.43M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$791K |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$344K |
| 4 |
Vanguard Core Plus Bond ETF
VPLS
|
$217K |
| 5 |
Vanguard Value ETF
VTV
|
$177K |
Top Sells
| 1 |
Apple
AAPL
|
$615K |
| 2 |
Target
TGT
|
$499K |
| 3 |
Microsoft
MSFT
|
$419K |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$279K |
| 5 |
Amazon
AMZN
|
$275K |
Sector Composition
| 1 | Technology | 26.99% |
| 2 | Financials | 12.43% |
| 3 | Consumer Discretionary | 8.81% |
| 4 | Healthcare | 6.24% |
| 5 | Consumer Staples | 3.31% |
