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
$128M
AUM Growth
-$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Sells

1 +$403K
2 +$112K
3 +$99.7K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$99.6K
5
MA icon
Mastercard
MA
+$96.7K

Sector Composition

1 Technology 19.03%
2 Financials 10.18%
3 Consumer Discretionary 8.75%
4 Healthcare 8.51%
5 Consumer Staples 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$0 ﹤0.01%
+6
152
$0 ﹤0.01%
+1
153
$0 ﹤0.01%
+30
154
$0 ﹤0.01%
+5
155
$0 ﹤0.01%
125
156
$0 ﹤0.01%
+1