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
$179M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$3.1M
2 +$1.71M
3 +$1.03M
4
NVO icon
Novo Nordisk
NVO
+$720K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$350K

Top Sells

1 +$473K
2 +$368K
3 +$358K
4
GILD icon
Gilead Sciences
GILD
+$229K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$196K

Sector Composition

1 Technology 25.19%
2 Financials 11.78%
3 Consumer Discretionary 8.56%
4 Healthcare 7.12%
5 Consumer Staples 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-190
152
-3,103