MWA
Moser Wealth Advisors Portfolio holdings
AUM
$208M
This Quarter Return
-2.14%
1 Year Return
+14.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$191M
AUM Growth
+$191M
(-0.69%)
Cap. Flow
+$4.97M
Cap. Flow
% of AUM
2.61%
Top 10 Holdings %
Top 10 Hldgs %
52.4%
Holding
171
New
35
Increased
59
Reduced
32
Closed
9
Top Buys
| 1 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$1.13M |
| 2 |
CRH
CRH
|
$1.01M |
| 3 |
TSMC
TSM
|
$739K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$492K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$483K |
Top Sells
| 1 |
Apple
AAPL
|
$851K |
| 2 |
NVIDIA
NVDA
|
$710K |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$446K |
| 4 |
Adobe
ADBE
|
$282K |
| 5 |
Okta
OKTA
|
$225K |
Sector Composition
| 1 | Technology | 23.42% |
| 2 | Financials | 13.33% |
| 3 | Consumer Discretionary | 7.81% |
| 4 | Healthcare | 6.64% |
| 5 | Consumer Staples | 3.52% |
