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
$191M
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1 +$1.13M
2 +$1.01M
3 +$739K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$492K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$483K

Top Sells

1 +$851K
2 +$710K
3 +$446K
4
ADBE icon
Adobe
ADBE
+$282K
5
OKTA icon
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%