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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
ELV icon
376
Elevance Health
ELV
$85.7B
$2.58K ﹤0.01%
+8
INGR icon
377
Ingredion
INGR
$6.19B
$2.56K ﹤0.01%
+21
WBD icon
378
Warner Bros
WBD
$67.2B
$2.54K ﹤0.01%
+130
SIXP icon
379
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF
SIXP
$42.6M
$2.43K ﹤0.01%
+79
PSKY
380
Paramount Skydance Corp
PSKY
$11B
$2.4K ﹤0.01%
+127
WU icon
381
Western Union
WU
$2.22B
$2.4K ﹤0.01%
+300
NVO
382
Novo Nordisk
NVO
$208B
$2.39K ﹤0.01%
+43
WY icon
383
Weyerhaeuser
WY
$17.5B
$2.35K ﹤0.01%
+95
ZION icon
384
Zions Bancorporation
ZION
$9.81B
$2.26K ﹤0.01%
+40
SBR
385
Sabine Royalty Trust
SBR
$1.05B
$2.15K ﹤0.01%
+27
FLDR icon
386
Fidelity Low Duration Bond Factor ETF
FLDR
$1.64B
$2.11K ﹤0.01%
+42
FTHI icon
387
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.33B
$2.06K ﹤0.01%
+87
TUA icon
388
Simplify Short Term Treasury Futures Strategy ETF
TUA
$708M
$2.03K ﹤0.01%
+93
HLN icon
389
Haleon
HLN
$39.3B
$2.03K ﹤0.01%
+226
PEO
390
Adams Natural Resources Fund
PEO
$675M
$2K ﹤0.01%
+93
JEF icon
391
Jefferies Financial Group
JEF
$12.6B
$1.98K ﹤0.01%
+30
CAG icon
392
Conagra Brands
CAG
$6.29B
$1.96K ﹤0.01%
+107
NTAP icon
393
NetApp
NTAP
$29.9B
$1.9K ﹤0.01%
+16
OKTA icon
394
Okta
OKTA
$20.2B
$1.83K ﹤0.01%
+20
SCHD icon
395
Schwab US Dividend Equity ETF
SCHD
$99.8B
$1.75K ﹤0.01%
+64
LVS icon
396
Las Vegas Sands
LVS
$31.8B
$1.73K ﹤0.01%
+32
UPS icon
397
United Parcel Service
UPS
$90.9B
$1.62K ﹤0.01%
+19
IWP icon
398
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$1.57K ﹤0.01%
+11
KRP icon
399
Kimbell Royalty Partners
KRP
$1.46B
$1.51K ﹤0.01%
+112
BN icon
400
Brookfield
BN
$98.4B
$1.51K ﹤0.01%
+22
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