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
$142M
AUM Growth
+$6.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$794K
3
+$483K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$389K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$213K

Top Sells

1
+$539K
2
+$83.7K
3
+$82.5K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$77.6K
5
WBD icon
Warner Bros
WBD
+$69.6K

Sector Composition

1 Technology 17.8%
2 Consumer Discretionary 10.54%
3 Financials 10.5%
4 Healthcare 8.15%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2K ﹤0.01%
+16
152
$2K ﹤0.01%
95
+29
153
$2K ﹤0.01%
+54
154
$2K ﹤0.01%
+28
155
$2K ﹤0.01%
+54
156
$2K ﹤0.01%
+17
157
$1K ﹤0.01%
+30
158
$1K ﹤0.01%
+1
159
$1K ﹤0.01%
+3
160
$1K ﹤0.01%
+16
161
$1K ﹤0.01%
+10
162
$1K ﹤0.01%
+8
163
– –
-50
164
– –
-59
165
– –
-981
166
– –
-10,000
167
– –
-200
168
– –
-1,428
3 4 5 6
7