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

Top Buys

1
+$459K
2
+$386K
3
+$314K
4
XOM icon
Exxon Mobil
XOM
+$209K
5
VHT icon
Vanguard Health Care ETF
VHT
+$145K

Top Sells

1
+$1.2M
2
+$1.03M
3
+$307K
4
AAPL icon
Apple
AAPL
+$179K
5
WBD icon
Warner Bros
WBD
+$177K

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
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157
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-23,300
158
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