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
XYZ
326
Block Inc
XYZ
$44.6B
$7.01K ﹤0.01%
+97
TMUS icon
327
T-Mobile US
TMUS
$210B
$6.94K ﹤0.01%
+29
OTIS icon
328
Otis Worldwide
OTIS
$28.7B
$6.89K ﹤0.01%
+75
LOW icon
329
Lowe's Companies
LOW
$128B
$6.79K ﹤0.01%
+27
JULU
330
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
$156M
$6.41K ﹤0.01%
+219
TLN
331
Talen Energy Corp
TLN
$17.5B
$6.38K ﹤0.01%
+15
SNOW icon
332
Snowflake
SNOW
$52.7B
$6.32K ﹤0.01%
+28
TJUL icon
333
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$142M
$6.24K ﹤0.01%
+213
DE icon
334
Deere & Co
DE
$155B
$5.96K ﹤0.01%
+13
FXU icon
335
First Trust Utilities AlphaDEX Fund
FXU
$858M
$5.68K ﹤0.01%
+125
MCK icon
336
McKesson
MCK
$90.2B
$5.41K ﹤0.01%
+7
EW icon
337
Edwards Lifesciences
EW
$46.1B
$5.29K ﹤0.01%
+68
VGSH icon
338
Vanguard Short-Term Treasury ETF
VGSH
$28.9B
$5.06K ﹤0.01%
+86
WEC icon
339
WEC Energy
WEC
$36.4B
$5.04K ﹤0.01%
+44
NUE icon
340
Nucor
NUE
$51.8B
$5.03K ﹤0.01%
+37
FSTA icon
341
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.43B
$4.98K ﹤0.01%
+100
OHI icon
342
Omega Healthcare
OHI
$14.1B
$4.98K ﹤0.01%
+118
NHI icon
343
National Health Investors
NHI
$3.65B
$4.93K ﹤0.01%
+62
RSP icon
344
Invesco S&P 500 Equal Weight ETF
RSP
$88B
$4.55K ﹤0.01%
+24
DELL icon
345
Dell
DELL
$169B
$4.54K ﹤0.01%
+32
DLN icon
346
WisdomTree US LargeCap Dividend Fund
DLN
$5.98B
$4.44K ﹤0.01%
+51
UPST icon
347
Upstart Holdings
UPST
$2.77B
$4.37K ﹤0.01%
+86
ARM icon
348
Arm
ARM
$226B
$4.25K ﹤0.01%
+30
PBA icon
349
Pembina Pipeline
PBA
$26.6B
$4.13K ﹤0.01%
+102
DUK icon
350
Duke Energy
DUK
$96.8B
$4.12K ﹤0.01%
+33