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
TFC icon
351
Truist Financial
TFC
$61.2B
$4.12K ﹤0.01%
+90
IWC icon
352
iShares Micro-Cap ETF
IWC
$1.42B
$4.03K ﹤0.01%
+27
CMG icon
353
Chipotle Mexican Grill
CMG
$41.7B
$3.92K ﹤0.01%
+100
ITW icon
354
Illinois Tool Works
ITW
$73.4B
$3.91K ﹤0.01%
+15
LQD icon
355
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31B
$3.9K ﹤0.01%
+35
FCX icon
356
Freeport-McMoran
FCX
$88.6B
$3.77K ﹤0.01%
+96
XRX icon
357
Xerox
XRX
$364M
$3.76K ﹤0.01%
+1,000
NOBL icon
358
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.2B
$3.71K ﹤0.01%
+36
GBIL icon
359
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.47B
$3.61K ﹤0.01%
+36
FDX icon
360
FedEx
FDX
$90.3B
$3.54K ﹤0.01%
+15
BND icon
361
Vanguard Total Bond Market
BND
$151B
$3.42K ﹤0.01%
+46
SPTL icon
362
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
$3.4K ﹤0.01%
+126
SNAP icon
363
Snap
SNAP
$10.3B
$3.35K ﹤0.01%
+435
QBUL
364
TrueShares Quarterly Bull Hedge ETF
QBUL
$17M
$3.13K ﹤0.01%
+120
PNC icon
365
PNC Financial Services
PNC
$87.1B
$3.04K ﹤0.01%
+15
MRVL icon
366
Marvell Technology
MRVL
$149B
$2.94K ﹤0.01%
+35
VTR icon
367
Ventas
VTR
$42.4B
$2.94K ﹤0.01%
+42
CCL icon
368
Carnival Corp
CCL
$36.5B
$2.89K ﹤0.01%
+100
HOG icon
369
Harley-Davidson
HOG
$2.84B
$2.79K ﹤0.01%
+100
SYY icon
370
Sysco
SYY
$34.6B
$2.74K ﹤0.01%
+33
ULTA icon
371
Ulta Beauty
ULTA
$22.7B
$2.73K ﹤0.01%
+5
SOFI icon
372
SoFi Technologies
SOFI
$20.2B
$2.69K ﹤0.01%
+102
FBT icon
373
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.37B
$2.69K ﹤0.01%
+15
CVNA icon
374
Carvana
CVNA
$11.2B
$2.64K ﹤0.01%
+7
BROS icon
375
Dutch Bros
BROS
$6.71B
$2.62K ﹤0.01%
+50