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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
FPF
276
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.09B
$14.4K 0.01%
+750
GSK icon
277
GSK
GSK
$104B
$14.3K 0.01%
+331
EBAY icon
278
eBay
EBAY
$48.2B
$14.3K 0.01%
+157
IRM icon
279
Iron Mountain
IRM
$39.4B
$14.2K 0.01%
+139
HE icon
280
Hawaiian Electric Industries
HE
$2.29B
$14.1K 0.01%
+1,275
VNQ icon
281
Vanguard Real Estate ETF
VNQ
$38B
$13.5K 0.01%
+147
MCD icon
282
McDonald's
MCD
$193B
$13.4K 0.01%
+44
FDL icon
283
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.36B
$13K 0.01%
+300
AIOO
284
AllianzIM U.S. Equity Buffer100 Protection ETF
AIOO
$38.7M
$12.6K 0.01%
+493
GJUL icon
285
FT Vest US Equity Moderate Buffer ETF July
GJUL
$383M
$12.2K 0.01%
+301
SUSB icon
286
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.27B
$12.1K 0.01%
+480
PKST
287
DELISTED
Peakstone Realty Trust
PKST
$11.1K 0.01%
+847
ATO icon
288
Atmos Energy
ATO
$28.7B
$11.1K 0.01%
+65
EMXC icon
289
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.2B
$11.1K 0.01%
+164
LMT icon
290
Lockheed Martin
LMT
$116B
$11K 0.01%
+22
DDOG icon
291
Datadog
DDOG
$79.5B
$11K 0.01%
+77
NEE icon
292
NextEra Energy
NEE
$181B
$10.7K ﹤0.01%
+142
ADBE icon
293
Adobe
ADBE
$79.1B
$10.6K ﹤0.01%
+30
BSX icon
294
Boston Scientific
BSX
$67.4B
$10.5K ﹤0.01%
+108
ZDEK
295
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$114M
$10.5K ﹤0.01%
+416
ZJUL
296
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$129M
$10.5K ﹤0.01%
+364
AEP icon
297
American Electric Power
AEP
$72.1B
$10.5K ﹤0.01%
+93
JANW icon
298
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$344M
$10.3K ﹤0.01%
+286
SCCO icon
299
Southern Copper
SCCO
$151B
$10.3K ﹤0.01%
+86
EZET
300
Franklin Ethereum ETF
EZET
$33.3M
$10.3K ﹤0.01%
+326