MWA
Moser Wealth Advisors Portfolio holdings
AUM
$208M
1-Year Est. Return
14.21%
This Fund
S&P 500
1 Year Est. Return
+14.21%
AUM
$208M
AUM Growth
+$17.5M
(+9.2%)
Holding
206
Top Buys
| 1 | +$1.71M | |
| 2 | +$1.59M | |
| 3 | +$1.15M | |
| 4 |
Vanguard Value ETF
VTV
|
+$493K |
| 5 |
Vanguard Core Plus Bond ETF
VPLS
|
+$407K |
Top Sells
| 1 | +$1.12M | |
| 2 | +$453K | |
| 3 | +$434K | |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$371K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$362K |
Sector Composition
| 1 | Technology | 25.89% |
| 2 | Financials | 12.55% |
| 3 | Consumer Discretionary | 9.01% |
| 4 | Healthcare | 5.55% |
| 5 | Consumer Staples | 3.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Arm
ARM
$121B
| – | – |
-75
|
|
||
|
CMMB
202
Chemomab Therapeutics
CMMB
$11.6M
| – | – |
-125
|
|
||
203
Nerdy
NRDY
$108M
| – | – |
-934
|
|
||
204
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.42B
| – | – |
-550
|
|
||
205
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.89B
| – | – |
-555
|
|
||
206
Wolfspeed
WOLF
$747M
| – | – |
-1,050
|
|