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
$149M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$12.9M
3 +$9.58M
4
AMZN icon
Amazon
AMZN
+$8.28M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$7.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.22%
2 Financials 11%
3 Healthcare 8.13%
4 Consumer Discretionary 7.24%
5 Consumer Staples 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$14.1M 9.51%
+72,822
2
$12.9M 8.65%
+37,753
3
$9.58M 6.44%
+57,900
4
$8.28M 5.57%
+63,525
5
$7.94M 5.35%
+108,790
6
$7.02M 4.72%
+226,866
7
$6.15M 4.14%
+18,023
8
$5.76M 3.87%
+14,640
9
$4.6M 3.09%
+28,300
10
$4.1M 2.76%
+156,236
11
$3.88M 2.61%
+15,847
12
$3.62M 2.44%
+85,640
13
$2.66M 1.79%
+57,594
14
$2.54M 1.71%
+17,479
15
$2.41M 1.62%
+7,893
16
$2.38M 1.6%
+23,165
17
$2.37M 1.6%
+4,940
18
$2.23M 1.5%
+15,720
19
$2.23M 1.5%
+4,145
20
$2.08M 1.4%
+6,706
21
$1.85M 1.24%
+39,990
22
$1.82M 1.22%
+13,473
23
$1.76M 1.19%
+43,356
24
$1.58M 1.07%
+16,606
25
$1.56M 1.05%
+97,541