MWM

Mosley Wealth Management Portfolio holdings

AUM $221M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$198K
2 +$187K
3 +$176K
4
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$176K
5
BA icon
Boeing
BA
+$169K

Top Sells

1 +$288K
2 +$270K
3 +$223K
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$204K
5
AMZN icon
Amazon
AMZN
+$192K

Sector Composition

1 Technology 12.49%
2 Financials 6.15%
3 Communication Services 2.79%
4 Industrials 2.28%
5 Energy 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VSAT icon
226
Viasat
VSAT
$9.51B
$30.6K 0.01%
+1,046
FDM icon
227
First Trust Dow Jones Select MicroCap Index Fund
FDM
$247M
$30.3K 0.01%
+400
AXON icon
228
Axon Enterprise
AXON
$32.5B
$30.1K 0.01%
+42
VXF icon
229
Vanguard Extended Market ETF
VXF
$28.7B
$29.3K 0.01%
+140
CMCSA icon
230
Comcast
CMCSA
$90.7B
$28.7K 0.01%
+912
REZ icon
231
iShares Residential and Multisector Real Estate ETF
REZ
$852M
$28.6K 0.01%
+336
VGT icon
232
Vanguard Information Technology ETF
VGT
$16.9B
$28.4K 0.01%
+304
AEE icon
233
Ameren
AEE
$30.2B
$28.3K 0.01%
+271
SPBW
234
AllianzIM Buffer20 Allocation ETF
SPBW
$70.4M
$28.2K 0.01%
+1,048
MU icon
235
Micron Technology
MU
$842B
$26.8K 0.01%
+160
ETN icon
236
Eaton
ETN
$156B
$26.6K 0.01%
+71
QBER
237
TrueShares Quarterly Bear Hedge ETF
QBER
$61.6M
$26.6K 0.01%
+1,078
UNP icon
238
Union Pacific
UNP
$157B
$26.3K 0.01%
+111
DXJ icon
239
WisdomTree Japan Hedged Equity Fund
DXJ
$6.35B
$26.2K 0.01%
+205
COLB icon
240
Columbia Banking Systems
COLB
$8.7B
$26.1K 0.01%
+1,014
TDIV icon
241
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.28B
$25.5K 0.01%
+259
INTC icon
242
Intel
INTC
$628B
$25.3K 0.01%
+755
VLUE icon
243
iShares MSCI USA Value Factor ETF
VLUE
$13.2B
$25K 0.01%
+200
VEA icon
244
Vanguard FTSE Developed Markets ETF
VEA
$227B
$23.4K 0.01%
+391
AXP icon
245
American Express
AXP
$216B
$23.3K 0.01%
+70
INTU icon
246
Intuit
INTU
$110B
$23.2K 0.01%
+34
PFE icon
247
Pfizer
PFE
$146B
$23.2K 0.01%
+910
BIL icon
248
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.3B
$22.3K 0.01%
+243
AMAT icon
249
Applied Materials
AMAT
$346B
$21.7K 0.01%
+106
TXN icon
250
Texas Instruments
TXN
$262B
$21.7K 0.01%
+118