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
$184M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$272K
2
+$255K
3
+$246K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$241K
5
VTV icon
Vanguard Value ETF
VTV
+$229K

Top Sells

1
+$610K
2
+$455K
3
+$347K
4
AMZN icon
Amazon
AMZN
+$245K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$218K

Sector Composition

1 Technology 27.68%
2 Financials 11.1%
3 Consumer Discretionary 8.53%
4 Healthcare 6.86%
5 Consumer Staples 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$105 ﹤0.01%
4
152
$101 ﹤0.01%
12
-1
153
– –
-500
154
– –
-9,839
155
– –
-48
3 4 5 6
7