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
$133M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$467K
2 +$387K
3 +$314K
4
XOM icon
Exxon Mobil
XOM
+$215K
5
VHT icon
Vanguard Health Care ETF
VHT
+$149K

Top Sells

1 +$1.2M
2 +$1.03M
3 +$303K
4
CLX icon
Clorox
CLX
+$168K
5
AAPL icon
Apple
AAPL
+$163K

Sector Composition

1 Technology 18.03%
2 Financials 11.64%
3 Healthcare 9.4%
4 Consumer Discretionary 6.29%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-217
152
-5
153
-300
154
-57
155
-17
156
-30
157
-125
158
-120