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
STZ icon
401
Constellation Brands
STZ
$25.5B
$1.49K ﹤0.01%
+11
MCGA
402
Yorkville Acquisition Corp
MCGA
$240M
$1.46K ﹤0.01%
+137
BXSL icon
403
Blackstone Secured Lending
BXSL
$5.62B
$1.46K ﹤0.01%
+56
FDLO icon
404
Fidelity Low Volatility Factor ETF
FDLO
$1.41B
$1.45K ﹤0.01%
+22
EPM icon
405
Evolution Petroleum
EPM
$163M
$1.45K ﹤0.01%
+300
BGFV
406
DELISTED
Big 5 Sporting Goods
BGFV
$1.44K ﹤0.01%
+1,000
SBIO icon
407
ALPS Medical Breakthroughs ETF
SBIO
$161M
$1.44K ﹤0.01%
+37
COP icon
408
ConocoPhillips
COP
$139B
$1.43K ﹤0.01%
+15
TTD icon
409
Trade Desk
TTD
$10.8B
$1.37K ﹤0.01%
+28
GEHC icon
410
GE HealthCare
GEHC
$28.9B
$1.28K ﹤0.01%
+17
BTAL icon
411
AGF US Market Neutral Anti-Beta Fund
BTAL
$309M
$1.26K ﹤0.01%
+79
IHDG icon
412
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.23B
$1.24K ﹤0.01%
+27
CLNE icon
413
Clean Energy Fuels
CLNE
$487M
$1.16K ﹤0.01%
+450
DEO icon
414
Diageo
DEO
$46.9B
$1.15K ﹤0.01%
+12
BTI icon
415
British American Tobacco
BTI
$126B
$1.06K ﹤0.01%
+20
PATH icon
416
UiPath
PATH
$5.65B
$1K ﹤0.01%
+75
OXY.WS icon
417
Occidental Petroleum Corp Warrants
OXY.WS
$29.3B
$995 ﹤0.01%
+39
FNDA icon
418
Schwab Fundamental US Small Company Index ETF
FNDA
$10.3B
$935 ﹤0.01%
+30
KD icon
419
Kyndryl
KD
$2.76B
$901 ﹤0.01%
+30
IGEB icon
420
iShares Investment Grade Systematic Bond ETF
IGEB
$1.36B
$875 ﹤0.01%
+19
IEP icon
421
Icahn Enterprises
IEP
$5.11B
$842 ﹤0.01%
+100
P
422
Everpure Inc
P
$26B
$838 ﹤0.01%
+10
EXEL icon
423
Exelixis
EXEL
$12.1B
$826 ﹤0.01%
+20
EMMF icon
424
WisdomTree Emerging Markets Multifactor Fund
EMMF
$179M
$826 ﹤0.01%
+27
KHC icon
425
Kraft Heinz
KHC
$28.4B
$820 ﹤0.01%
+31